Credit Suisse
Industry: Investment banking company
DescriptionCredit Suisse Group AG is a Swiss multinational investment bank and financial services company founded and based in Switzerland. Headquartered in Zürich, it maintains offices in all major financial centers around the world. CEO: Tidjane Thiam (Jul 1, 2015–) Headquarters: Zürich, Switzerland Revenue: 21.79 billion CHF (2017) Number of employees: 46,840 (FTE, end 2017) Founder: Alfred Escher Founded: 1856
Credit Suisse List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Credit Suisse. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Credit Suisse Salaries. You can even request information on how much does Credit Suisse pay if you want to. Learn about salaries, pros and cons of working for Credit Suisse directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
15,336 Credit Suisse employees in database. Find out everything there's to know about Credit Suisse employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Credit Suisse Employees
Employee
Years
Job
Industry
Craig Swann, CFA Craig Swann, CFA's Credit Suisse Experience May 2015 - Present
Job Relationship Manager at Credit Suisse Private Bank
Industry Investment Management
Experience
Credit Suisse May 2015 - Present
J.P. Morgan Private Bank June 2013 - May 2015
Westpark Capital, L.P. June 2012 - May 2013
PineBridge Investments April 2006 - June 2012
SMU Radio Network August 2000 - December 2008
Capital One Southcoast Capital May 2004 - April 2006
Bank of America August 2002 - June 2004
Morgan Stanley Wealth Management May 1998 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Investments, Principal Investing
Education
Southern Methodist University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1992 — 1996
Bachelor of Arts (B.A.), History
Credit Suisse May 2015 - Present
J.P. Morgan Private Bank June 2013 - May 2015
Westpark Capital, L.P. June 2012 - May 2013
PineBridge Investments April 2006 - June 2012
SMU Radio Network August 2000 - December 2008
Capital One Southcoast Capital May 2004 - April 2006
Bank of America August 2002 - June 2004
Morgan Stanley Wealth Management May 1998 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Investments, Principal Investing
Education
Southern Methodist University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1992 — 1996
Bachelor of Arts (B.A.), History
Laura Britton Laura Britton's Credit Suisse Experience August 2011 - November 2011
Job Payroll Specialist at PRA International
Industry Accounting
Experience
PRA Health Sciences November 2012 - Present
PRA Health Sciences December 2011 - November 2012
Credit Suisse August 2011 - November 2011
Wells Fargo Bank September 2010 - February 2011
Skills
Microsoft Excel, PowerPoint, Accounting, QuickBooks, Microsoft Word, Outlook, Leadership, ADP Payforce, Attention To Detail, Organizing, Operational Efficiency, Microsoft Office, Customer Service, Cash Management, Banking, Accounts Payable, Research, Payroll, Data Analysis, Sales, Auditing, Budgets
Education
Virginia Polytechnic Institute and State University 2006 — 2010
B.S., Accounting
CERAM 2009 — 2009
Event and Technology Management
West Springfield High School 2002 — 2006
High School Diploma
PRA Health Sciences November 2012 - Present
PRA Health Sciences December 2011 - November 2012
Credit Suisse August 2011 - November 2011
Wells Fargo Bank September 2010 - February 2011
Skills
Microsoft Excel, PowerPoint, Accounting, QuickBooks, Microsoft Word, Outlook, Leadership, ADP Payforce, Attention To Detail, Organizing, Operational Efficiency, Microsoft Office, Customer Service, Cash Management, Banking, Accounts Payable, Research, Payroll, Data Analysis, Sales, Auditing, Budgets
Education
Virginia Polytechnic Institute and State University 2006 — 2010
B.S., Accounting
CERAM 2009 — 2009
Event and Technology Management
West Springfield High School 2002 — 2006
High School Diploma
Brandon Callahan Brandon Callahan's Credit Suisse Experience May 2010 - May 2011
Job Senior Unix and Automation Engineer with a specialization in Backup and Recovery at Freudenberg IT
Industry Information Technology and Services
Experience
Freudenberg IT LP December 2014 - Present
Freudenberg IT LP March 2013 - February 2015
Callahan Computer Rescue May 2011 - December 2014
IBM August 2012 - March 2013
Hill-Rom April 2012 - August 2012
iContact February 2012 - April 2012
iContact September 2011 - February 2012
iContact May 2011 - October 2011
Credit Suisse May 2010 - May 2011
LexisNexis March 2009 - May 2010
Skills
Linux, LDAP, Git, Shell Scripting, AIX, PowerVM, AIX Administration, SAN, 3PAR, Storage, Cisco MDS, NetApp, Suse, EMC Storage, System Administration, HP Server Hardware, VMware, Perl, Tivoli Storage Manager, Red Hat Linux, Windows Server, DNS, IBM 3584 Tape Library, Troubleshooting, Cisco Technologies, Networking, Switches, Databases, VPN, TCP/IP, HTML, Active Directory, Netbackup, TSM, Routers, Disaster Recovery, Hardware Support, Firewalls, Brocade, Awk, RAID, SMTP, Ethernet, vSphere, System Deployment, Virtualization, Data ONTAP, Cisco Routers & Switches, Technical Support, Software Installation
Education
Sinclair Community College 2005 — 2007
Information Technology
University of Cincinnati 2004 — 2004
Freudenberg IT LP December 2014 - Present
Freudenberg IT LP March 2013 - February 2015
Callahan Computer Rescue May 2011 - December 2014
IBM August 2012 - March 2013
Hill-Rom April 2012 - August 2012
iContact February 2012 - April 2012
iContact September 2011 - February 2012
iContact May 2011 - October 2011
Credit Suisse May 2010 - May 2011
LexisNexis March 2009 - May 2010
Skills
Linux, LDAP, Git, Shell Scripting, AIX, PowerVM, AIX Administration, SAN, 3PAR, Storage, Cisco MDS, NetApp, Suse, EMC Storage, System Administration, HP Server Hardware, VMware, Perl, Tivoli Storage Manager, Red Hat Linux, Windows Server, DNS, IBM 3584 Tape Library, Troubleshooting, Cisco Technologies, Networking, Switches, Databases, VPN, TCP/IP, HTML, Active Directory, Netbackup, TSM, Routers, Disaster Recovery, Hardware Support, Firewalls, Brocade, Awk, RAID, SMTP, Ethernet, vSphere, System Deployment, Virtualization, Data ONTAP, Cisco Routers & Switches, Technical Support, Software Installation
Education
Sinclair Community College 2005 — 2007
Information Technology
University of Cincinnati 2004 — 2004
Colin Bessey Colin Bessey's Credit Suisse Experience June 2010 - August 2010
Job Project Manager at Mathias
Industry Marketing and Advertising
Experience
Mathias September 2014 - Present
Remedy Intelligent Staffing March 2014 - August 2014
Signpost September 2013 - December 2013
Palio+Ignite June 2013 - August 2013
HC Val Vanoise August 2012 - April 2013
Palio Communications January 2012 - May 2012
MK Advertising May 2011 - August 2011
Credit Suisse June 2010 - August 2010
RPM Development Group June 2009 - August 2009
CUTCO Cutlery June 2008 - August 2008
Skills
Advertising, Publishing, Social Media Marketing, Media Planning, Social Media, Management, Account Management, Research, Digital Marketing, Integrated Marketing, Sales, Marketing Communications, Digital Strategy, Facebook, Marketing
Education
Skidmore College 2008 — 2012
Bachelor of Science (BS), Business Management and Economics
Montclair High School 2003 — 2006
Montclair High School
Montclair High School
Trinity Pawling
Mathias September 2014 - Present
Remedy Intelligent Staffing March 2014 - August 2014
Signpost September 2013 - December 2013
Palio+Ignite June 2013 - August 2013
HC Val Vanoise August 2012 - April 2013
Palio Communications January 2012 - May 2012
MK Advertising May 2011 - August 2011
Credit Suisse June 2010 - August 2010
RPM Development Group June 2009 - August 2009
CUTCO Cutlery June 2008 - August 2008
Skills
Advertising, Publishing, Social Media Marketing, Media Planning, Social Media, Management, Account Management, Research, Digital Marketing, Integrated Marketing, Sales, Marketing Communications, Digital Strategy, Facebook, Marketing
Education
Skidmore College 2008 — 2012
Bachelor of Science (BS), Business Management and Economics
Montclair High School 2003 — 2006
Montclair High School
Montclair High School
Trinity Pawling
Sean Milmoe Sean Milmoe's Credit Suisse Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Boulevard Investment Group May 2014 - Present
Credit Suisse June 2015 - August 2015
Elm Park Capital Management November 2014 - May 2015
SMU Investments August 2014 - May 2015
Voyage Investment Partners May 2014 - August 2014
SMU Cox School of Business--MBA Business Leadership Center December 2012 - May 2014
Boulevard Investment Group September 2013 - April 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Photoshop, Teamwork, Finance, Investments, Microsoft Excel, Financial Modeling, Financial Analysis, Leadership
Education
Southern Methodist University 2012 — 2016
Bachelor's, Finance
Southern Methodist University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Boulevard Investment Group May 2014 - Present
Credit Suisse June 2015 - August 2015
Elm Park Capital Management November 2014 - May 2015
SMU Investments August 2014 - May 2015
Voyage Investment Partners May 2014 - August 2014
SMU Cox School of Business--MBA Business Leadership Center December 2012 - May 2014
Boulevard Investment Group September 2013 - April 2014
Skills
Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Windows, Photoshop, Teamwork, Finance, Investments, Microsoft Excel, Financial Modeling, Financial Analysis, Leadership
Education
Southern Methodist University 2012 — 2016
Bachelor's, Finance
Southern Methodist University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Elizabeth Robinson's Credit Suisse Experience June 2015 - Present
Job AVP / Multimedia Product Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Credit Suisse October 2011 - Present
Credit Suisse February 2010 - October 2011
Fidelity Investments March 2007 - December 2009
NCP Solutions April 2004 - March 2007
NCR January 2003 - April 2004
NCR January 2001 - December 2002
NCR August 1997 - January 2001
NCR Corporation September 1995 - August 1997
Skills
PMP, Business Process..., Process Improvement, Visio, Six Sigma, ITIL, Vendor Management, Program Management, Business Process, PMO, Cross-functional Team..., Project Management, Business Analysis, MS Project, SharePoint, Agile Methodologies, Lean Manufacturing, CRM, Change Management, Integration, IT Service Management, Risk Management, Gap Analysis, Project Portfolio..., Training, Project Delivery, Management, Project Planning, Continuous Improvement, Product Lifecycle..., Performance Improvement, Requirements Analysis, SDLC, Product Management, Leadership, Software Project..., Resource Management, Security, IT Strategy, Enterprise Software, IT Management, Minitab, Testing, Requirements Gathering, Access, Scrum, Agile & Waterfall..., Information Technology
Education
Southern Polytechnic State University 2000 — 2002
MBA Program
The George Washington University 1996 — 1997
Project Management
NC Wesleyan College 1993 — 1997
BS, Business Administration
Richmond Senior High
Richmond Senior High
Richmond Senior High
Credit Suisse June 2015 - Present
Credit Suisse October 2011 - Present
Credit Suisse February 2010 - October 2011
Fidelity Investments March 2007 - December 2009
NCP Solutions April 2004 - March 2007
NCR January 2003 - April 2004
NCR January 2001 - December 2002
NCR August 1997 - January 2001
NCR Corporation September 1995 - August 1997
Skills
PMP, Business Process..., Process Improvement, Visio, Six Sigma, ITIL, Vendor Management, Program Management, Business Process, PMO, Cross-functional Team..., Project Management, Business Analysis, MS Project, SharePoint, Agile Methodologies, Lean Manufacturing, CRM, Change Management, Integration, IT Service Management, Risk Management, Gap Analysis, Project Portfolio..., Training, Project Delivery, Management, Project Planning, Continuous Improvement, Product Lifecycle..., Performance Improvement, Requirements Analysis, SDLC, Product Management, Leadership, Software Project..., Resource Management, Security, IT Strategy, Enterprise Software, IT Management, Minitab, Testing, Requirements Gathering, Access, Scrum, Agile & Waterfall..., Information Technology
Education
Southern Polytechnic State University 2000 — 2002
MBA Program
The George Washington University 1996 — 1997
Project Management
NC Wesleyan College 1993 — 1997
BS, Business Administration
Richmond Senior High
Richmond Senior High
Richmond Senior High
Chelsea MacKenzie Chelsea MacKenzie's Credit Suisse Experience August 2008 - October 2008
Job Senior Financial Analyst at Brookfield Renewable Energy Group
Industry Financial Services
Experience
HSBC 2012 - October 2013
Barclays Capital May 2011 - October 2011
Morgan Stanley March 2010 - March 2011
Goldman Sachs October 2009 - March 2010
Commonwealth Bank of Australia February 2009 - October 2009
Credit Suisse August 2008 - October 2008
HSBC February 2007 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting, Financial Statement..., Management Accounting, Banking, Corporate Finance, Financial Accounting, Cash Management, Equities, Finance, Budgets, Microsoft Excel, Forecasting, Financial Planning
Education
St. Francis Xavier University 2001 — 2005
BBA, Accounting
HSBC 2012 - October 2013
Barclays Capital May 2011 - October 2011
Morgan Stanley March 2010 - March 2011
Goldman Sachs October 2009 - March 2010
Commonwealth Bank of Australia February 2009 - October 2009
Credit Suisse August 2008 - October 2008
HSBC February 2007 - August 2008
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Accounting, Financial Statement..., Management Accounting, Banking, Corporate Finance, Financial Accounting, Cash Management, Equities, Finance, Budgets, Microsoft Excel, Forecasting, Financial Planning
Education
St. Francis Xavier University 2001 — 2005
BBA, Accounting
Yafei Ou Yafei Ou's Credit Suisse Experience April 2014 - May 2014
Job MBA Graduate in Finance and Enterprise Risk Management
Industry Financial Services
Experience
Johns Hopkins University Carey Business School August 2014 - October 2014
HSBC July 2014 - August 2014
Credit Suisse April 2014 - May 2014
Agricultural Bank of China June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Eviews, SPSS, Bloomberg Terminal, Microsoft Office, Valuation, Quantitative Finance, Matlab, Minitab, Equity Research, Derivatives, Business Strategy
Education
The Johns Hopkins University 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Delaware 2011 — 2013
Bachelor of Science (BS), Finance, General
Southwestern University of Finance and Economics 2009 — 2013
Bachelor's degree, International Business/Trade/Commerce
Johns Hopkins University Carey Business School August 2014 - October 2014
HSBC July 2014 - August 2014
Credit Suisse April 2014 - May 2014
Agricultural Bank of China June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Eviews, SPSS, Bloomberg Terminal, Microsoft Office, Valuation, Quantitative Finance, Matlab, Minitab, Equity Research, Derivatives, Business Strategy
Education
The Johns Hopkins University 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of Delaware 2011 — 2013
Bachelor of Science (BS), Finance, General
Southwestern University of Finance and Economics 2009 — 2013
Bachelor's degree, International Business/Trade/Commerce
Chris Algieri's Credit Suisse Experience May 2002 - August 2007
Job Fund Administration Manager at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street Alternative Investment Solutions September 2007 - Present
Credit Suisse May 2002 - August 2007
Skills
Financial Accounting, Fund Accounting, Financial Reporting, Asset Management, Financial Analysis, Hedge Funds, Investments
Education
St. John's University 1989 — 1993
Bachelor's Degree, Accounting
State Street Alternative Investment Solutions September 2007 - Present
Credit Suisse May 2002 - August 2007
Skills
Financial Accounting, Fund Accounting, Financial Reporting, Asset Management, Financial Analysis, Hedge Funds, Investments
Education
St. John's University 1989 — 1993
Bachelor's Degree, Accounting
Emma G. Rojas's Credit Suisse Experience May 2015 - August 2015
Job Summer Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2015 - August 2015
Barst Mukamal & Kleiner LLP May 2013 - April 2015
Happiness Is Catering May 2012 - April 2013
Putnam Hospital Center June 2011 - June 2012
Skills
Event Management, Social Media, Microsoft Office, Microsoft Word, Time Management, Customer Service, Leadership, Microsoft Excel, PowerPoint, Teamwork
Education
St. John's University 2013 — 2017
Bachelor of Science (B.S.), Business Management
Credit Suisse May 2015 - August 2015
Barst Mukamal & Kleiner LLP May 2013 - April 2015
Happiness Is Catering May 2012 - April 2013
Putnam Hospital Center June 2011 - June 2012
Skills
Event Management, Social Media, Microsoft Office, Microsoft Word, Time Management, Customer Service, Leadership, Microsoft Excel, PowerPoint, Teamwork
Education
St. John's University 2013 — 2017
Bachelor of Science (B.S.), Business Management
Nefi Aguilar Nefi Aguilar's Credit Suisse Experience January 2007 - August 2007
Job Health Research Data Manager
Industry Research
Experience
U.S. Department of Veterans Affairs VA Informatics and Computing Infrastructure June 2015 - Present
Zions Bancorporation Credit Systems & Initiatives February 2013 - May 2015
U.S. Department of Veterans Affairs Informatics, Decision-Enhancement and Analytic Sciences Center July 2010 - January 2013
University of Utah School of Medicine Division of Epidemiology June 2008 - July 2010
Credit Suisse January 2007 - August 2007
GE Money October 2004 - April 2006
Skills
Data Analysis, Financial Analysis, Project Management, Microsoft Office, Analysis, Microsoft Excel, Customer Service, Spanish, Budgets, Strategic Planning, Sales, Leadership, Databases, Market Research, Access, Financial Modeling, Research, Outlook, Statistics, Process Improvement, Visio, Cross-functional Team..., Team Building, Team Leadership, SQL
Education
Southern Methodist University 2015 — 2017
Master of Science (MS), Data Science
University of Utah 2008 — 2014
Bachelor of Science (BS), Economics
U.S. Department of Veterans Affairs VA Informatics and Computing Infrastructure June 2015 - Present
Zions Bancorporation Credit Systems & Initiatives February 2013 - May 2015
U.S. Department of Veterans Affairs Informatics, Decision-Enhancement and Analytic Sciences Center July 2010 - January 2013
University of Utah School of Medicine Division of Epidemiology June 2008 - July 2010
Credit Suisse January 2007 - August 2007
GE Money October 2004 - April 2006
Skills
Data Analysis, Financial Analysis, Project Management, Microsoft Office, Analysis, Microsoft Excel, Customer Service, Spanish, Budgets, Strategic Planning, Sales, Leadership, Databases, Market Research, Access, Financial Modeling, Research, Outlook, Statistics, Process Improvement, Visio, Cross-functional Team..., Team Building, Team Leadership, SQL
Education
Southern Methodist University 2015 — 2017
Master of Science (MS), Data Science
University of Utah 2008 — 2014
Bachelor of Science (BS), Economics
Kaleb Lee Kaleb Lee's Credit Suisse Experience May 2014 - May 2014
Job Summer Associate at The Boston Consulting Group
Industry Graphic Design
Experience
The Boston Consulting Group June 2015 - Present
KPMG July 2015 - July 2015
Barclays January 2015 - January 2015
Boca Graphics CO., July 2009 - January 2015
Credit Suisse May 2014 - May 2014
Skills
Graphic Design, Web Development, Web Design, Advertising, Online Marketing, SEO copywriting, SEO, Accounting, Financial Accounting, Marketing Strategy, Business Strategy
Education
Southern Methodist University 2013 — 2017
Bachelor’s Degree, Advertising - Creative
Southern Methodist University - Cox School of Business 2013 — 2017
Bachelor’s Degree, Accounting
The Boston Consulting Group June 2015 - Present
KPMG July 2015 - July 2015
Barclays January 2015 - January 2015
Boca Graphics CO., July 2009 - January 2015
Credit Suisse May 2014 - May 2014
Skills
Graphic Design, Web Development, Web Design, Advertising, Online Marketing, SEO copywriting, SEO, Accounting, Financial Accounting, Marketing Strategy, Business Strategy
Education
Southern Methodist University 2013 — 2017
Bachelor’s Degree, Advertising - Creative
Southern Methodist University - Cox School of Business 2013 — 2017
Bachelor’s Degree, Accounting
Leigh Ann Lindsey Leigh Ann Lindsey's Credit Suisse Experience 2000 - 2007
Job Vice President, Debt Management at EZCORP
Industry Financial Services
Experience
EZCorp December 2007 - Present
Credit Suisse 2000 - 2007
Empire Funding Corp 1993 - 2000
Skills
Loans, Loan Servicing, Risk Management, Mortgage Lending, Leadership, Loan Origination, Underwriting, Residential Mortgages, Financial Services, Credit, Financial Analysis, Finance, Fixed Income, Securitization, Customer Service, Team Building, Management, Cash Management, Banking, Capital Markets, Mergers & Acquisitions, Program Management, Budgets, Strategy, Asset Management, Business Strategy, SDLC, Time Management, Portfolio Management, Executive Management, Due Diligence, Negotiation, Strategic Planning, Sales, Process Improvement, Operations Management, Sales Management, Business Development, CRM, Call Centers, Forecasting
Education
St. Edward's University
EZCorp December 2007 - Present
Credit Suisse 2000 - 2007
Empire Funding Corp 1993 - 2000
Skills
Loans, Loan Servicing, Risk Management, Mortgage Lending, Leadership, Loan Origination, Underwriting, Residential Mortgages, Financial Services, Credit, Financial Analysis, Finance, Fixed Income, Securitization, Customer Service, Team Building, Management, Cash Management, Banking, Capital Markets, Mergers & Acquisitions, Program Management, Budgets, Strategy, Asset Management, Business Strategy, SDLC, Time Management, Portfolio Management, Executive Management, Due Diligence, Negotiation, Strategic Planning, Sales, Process Improvement, Operations Management, Sales Management, Business Development, CRM, Call Centers, Forecasting
Education
St. Edward's University
Andy Dropkin,CFP®, CPWA®, CAP® Andy Dropkin,CFP®, CPWA®, CAP®'s Credit Suisse Experience August 1999 - May 2004
Job Private Wealth Management | Financial Planning | Investment Analysis | Alternative Investments | Fixed Income
Industry Investment Management
Experience
CD Wealth Management July 2014 - Present
Waldman Bros May 2004 - June 2014
Credit Suisse August 1999 - May 2004
Lufthansa August 1997 - July 1998
Brinker International August 1993 - August 1997
Skills
FINRA, Insurance, Securities, Investment Advisory..., Wealth, Wealth Management..., Strategic Planning, Fixed Income, Customer Service, Due Diligence, Finance, Financial Modeling, Private Equity, Investments, Management
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance, Investments
The University of Texas at Austin 1989 — 1993
BBA, Finance, Economics
Christian Brothers High School
CD Wealth Management July 2014 - Present
Waldman Bros May 2004 - June 2014
Credit Suisse August 1999 - May 2004
Lufthansa August 1997 - July 1998
Brinker International August 1993 - August 1997
Skills
FINRA, Insurance, Securities, Investment Advisory..., Wealth, Wealth Management..., Strategic Planning, Fixed Income, Customer Service, Due Diligence, Finance, Financial Modeling, Private Equity, Investments, Management
Education
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance, Investments
The University of Texas at Austin 1989 — 1993
BBA, Finance, Economics
Christian Brothers High School
Megan Kneipp Megan Kneipp's Credit Suisse Experience June 2012 - September 2014
Job Vice President, Business Development and Investor Relations at CenterOak Partners
Industry Venture Capital & Private Equity
Experience
CenterOak Partners September 2014 - Present
Credit Suisse June 2012 - September 2014
Credit Suisse June 2011 - August 2011
Direct Development September 2006 - August 2010
Skills
Finance, Corporate Finance, Financial Modeling, Investments, Portfolio Management, Strategic Financial..., Valuation, Due Diligence, Financial Analysis, Asset Management, Private Equity, Equities, Bloomberg, Capital Markets, Private Banking, Financial Planning
Education
Southern Methodist University 2010 — 2012
MBA, Finance and Accounting
The University of Texas at Austin 2003 — 2007
Economics, Minor in Business Administration
CenterOak Partners September 2014 - Present
Credit Suisse June 2012 - September 2014
Credit Suisse June 2011 - August 2011
Direct Development September 2006 - August 2010
Skills
Finance, Corporate Finance, Financial Modeling, Investments, Portfolio Management, Strategic Financial..., Valuation, Due Diligence, Financial Analysis, Asset Management, Private Equity, Equities, Bloomberg, Capital Markets, Private Banking, Financial Planning
Education
Southern Methodist University 2010 — 2012
MBA, Finance and Accounting
The University of Texas at Austin 2003 — 2007
Economics, Minor in Business Administration
Brice Lee Brice Lee's Credit Suisse Experience July 2015 - Present
Job College Student at Cooper Union
Industry Information Technology and Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse May 2014 - August 2014
Lux Research Inc. June 2013 - August 2013
The Cooper Union January 2012 - May 2013
Center for Environmental Research and Technology May 2012 - September 2012
Education
The Cooper Union for the Advancement of Science and Art 2011 — 2015
Bachelor of Engineering (B.E.), Chemical Engineering
Sogang University 2010 — 2011
Bachelor of Engineering (B.E.), Chemical Engineering
Credit Suisse July 2015 - Present
Credit Suisse May 2014 - August 2014
Lux Research Inc. June 2013 - August 2013
The Cooper Union January 2012 - May 2013
Center for Environmental Research and Technology May 2012 - September 2012
Education
The Cooper Union for the Advancement of Science and Art 2011 — 2015
Bachelor of Engineering (B.E.), Chemical Engineering
Sogang University 2010 — 2011
Bachelor of Engineering (B.E.), Chemical Engineering
Steve Winters Steve Winters's Credit Suisse Experience May 2014 - Present
Job Vice President at Credit Suisse
Industry Security and Investigations
Experience
Credit Suisse May 2014 - Present
AlliedBarton Security Services December 2006 - May 2014
FBI 1980 - 2006
Skills
Enforcement, Private Investigations, Physical Security, Executive Protection, Surveillance, Firearms, Background Checks, Security Operations, Security Management, Fraud, Internal Investigations, Corporate Security, Investigation, Interrogation
Education
St. John's University
BS Accounting
Law Enforcement Executive Development Seminar, Princeton University
Navigating Strategic Change, Kellog School of Management, Northwestern University
Credit Suisse May 2014 - Present
AlliedBarton Security Services December 2006 - May 2014
FBI 1980 - 2006
Skills
Enforcement, Private Investigations, Physical Security, Executive Protection, Surveillance, Firearms, Background Checks, Security Operations, Security Management, Fraud, Internal Investigations, Corporate Security, Investigation, Interrogation
Education
St. John's University
BS Accounting
Law Enforcement Executive Development Seminar, Princeton University
Navigating Strategic Change, Kellog School of Management, Northwestern University
Lieven Vandergoten's Credit Suisse Experience 2015 - Present
Job Project Manager at Credit Suisse
Industry Banking
Experience
Credit Suisse 2015 - Present
Geoban SA - Grupo Santander September 2010 - August 2014
Geoban SA - Grupo Santander December 2007 - August 2010
BNP Paribas Fortis March 2006 - November 2007
RSM BELGIUM October 2001 - March 2006
Skills
Highly Analytical, Computer Literate, Knowledge-hungry learner, Banking, Accounting, Audit, Planning, Process Management, Budget Process, International Project..., Financial Forecasting, Financial Analysis, Business Process..., Auditing, Business Analysis, Change Management, Project Management, Finance, English
Education
Solvay Business School 1996 — 2001
Commercial Engineer, Accounting and Audit
Staffordshire University 1999 — 2000
Erasmus program, Business/Economics
Credit Suisse 2015 - Present
Geoban SA - Grupo Santander September 2010 - August 2014
Geoban SA - Grupo Santander December 2007 - August 2010
BNP Paribas Fortis March 2006 - November 2007
RSM BELGIUM October 2001 - March 2006
Skills
Highly Analytical, Computer Literate, Knowledge-hungry learner, Banking, Accounting, Audit, Planning, Process Management, Budget Process, International Project..., Financial Forecasting, Financial Analysis, Business Process..., Auditing, Business Analysis, Change Management, Project Management, Finance, English
Education
Solvay Business School 1996 — 2001
Commercial Engineer, Accounting and Audit
Staffordshire University 1999 — 2000
Erasmus program, Business/Economics
Jianshan Xu Jianshan Xu's Credit Suisse Experience 2006 - 2007
Job Managing Partner at Pexus Technologies LLC
Industry Financial Services
Experience
Pexus Technologies LLC 2010 - Present
Labranche LLC 2008 - 2010
Credit Suisse 2006 - 2007
Education
University of Pennsylvania 2000 — 2005
PhD, Economics
Southern Methodist University 1997 — 2000
MA, Economics
Tsinghua University 1993 — 1997
BA, Finance
Pexus Technologies LLC 2010 - Present
Labranche LLC 2008 - 2010
Credit Suisse 2006 - 2007
Education
University of Pennsylvania 2000 — 2005
PhD, Economics
Southern Methodist University 1997 — 2000
MA, Economics
Tsinghua University 1993 — 1997
BA, Finance
Muneeb Abbasi's Credit Suisse Experience May 2013 - August 2013
Job Financial Analyst at Cisco
Industry Computer & Network Security
Experience
Cisco Systems, Inc. August 2014 - Present
NC State University Poole College of Management August 2014 - Present
North Carolina State University September 2011 - December 2013
Credit Suisse May 2013 - August 2013
Best Buy May 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, Accounting, Financial Analysis, Teamwork, Microsoft Word, Data Analysis, Leadership, Management, Analysis
Education
NC State University Poole College of Management 2009 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
North Carolina State University 2009 — 2014
Bachelor of Arts (B.A.), International/Global Studies
Singapore Management University 2014 — 2014
Study Abroad
Cisco Systems, Inc. August 2014 - Present
NC State University Poole College of Management August 2014 - Present
North Carolina State University September 2011 - December 2013
Credit Suisse May 2013 - August 2013
Best Buy May 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, Accounting, Financial Analysis, Teamwork, Microsoft Word, Data Analysis, Leadership, Management, Analysis
Education
NC State University Poole College of Management 2009 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
North Carolina State University 2009 — 2014
Bachelor of Arts (B.A.), International/Global Studies
Singapore Management University 2014 — 2014
Study Abroad
Ray Henger's Credit Suisse Experience January 2000 - December 2008
Job SVP Structured Finance at sPower
Industry Renewables & Environment
Experience
sPower August 2015 - Present
OwnEnergy May 2009 - August 2015
Credit Suisse January 2000 - December 2008
Donaldson, Lufkin & Jenrette January 1998 - January 2000
Wasserstein Perella February 1996 - January 1998
NationsBank NA May 1995 - February 1996
Skills
Project Finance, Mergers, Renewable Energy, Venture Capital, Cleantech, Investment Banking, Financial Structuring, Structured Finance, Corporate Finance, Financial Analysis, Energy, Capital Markets, M&A experience, Corporate Development, Mergers & Acquisitions, Leveraged Finance, Finance, Wind, Start-ups
Education
Southern Methodist University 1991 — 1995
BA, Finance
sPower August 2015 - Present
OwnEnergy May 2009 - August 2015
Credit Suisse January 2000 - December 2008
Donaldson, Lufkin & Jenrette January 1998 - January 2000
Wasserstein Perella February 1996 - January 1998
NationsBank NA May 1995 - February 1996
Skills
Project Finance, Mergers, Renewable Energy, Venture Capital, Cleantech, Investment Banking, Financial Structuring, Structured Finance, Corporate Finance, Financial Analysis, Energy, Capital Markets, M&A experience, Corporate Development, Mergers & Acquisitions, Leveraged Finance, Finance, Wind, Start-ups
Education
Southern Methodist University 1991 — 1995
BA, Finance
Stefanie Ranieri's Credit Suisse Experience April 2002 - May 2011
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
Credit Suisse April 2002 - May 2011
SIAC 2000 - 2002
JP Morgan 1998 - 2000
Chase July 1995 - August 1998
Skills
Management, PMO, Leadership, Electronic Trading, Derivatives, Business Analysis, Trading Systems, Investment Banking, Fixed Income, Capital Markets, Equities, SDLC, Operational Risk, IT Strategy, Equity Derivatives, Hedge Funds, Prime Brokerage, Market Data, Risk Management, Vendor Management, Time Management, Program Management, Portfolio Management, Project Portfolio..., Credit Derivatives, Financial Services, FX Options
Education
St. Francis College 1995 — 1998
Bachelor of Science, Business Management
Morgan Stanley April 2011 - Present
Credit Suisse April 2002 - May 2011
SIAC 2000 - 2002
JP Morgan 1998 - 2000
Chase July 1995 - August 1998
Skills
Management, PMO, Leadership, Electronic Trading, Derivatives, Business Analysis, Trading Systems, Investment Banking, Fixed Income, Capital Markets, Equities, SDLC, Operational Risk, IT Strategy, Equity Derivatives, Hedge Funds, Prime Brokerage, Market Data, Risk Management, Vendor Management, Time Management, Program Management, Portfolio Management, Project Portfolio..., Credit Derivatives, Financial Services, FX Options
Education
St. Francis College 1995 — 1998
Bachelor of Science, Business Management
Nagender Yamsani , Big Data, ITIL's Credit Suisse Experience August 2013 - Present
Job Associate Technical Consultant
Industry Information Technology and Services
Experience
Credit Suisse August 2013 - Present
Wipro Technologies September 2006 - Present
Skills
Web Services, XML, PL/SQL, Java, JavaScript, HTML, CSS, Usability, Oracle, Microsoft SQL Server, Hibernate, Eclipse, JDBC, JSP, Subversion, Agile Methodologies, Solution Architecture, SQL, Servlets, Ant, SDLC, XSLT, Struts, SOA, Weblogic, Java Enterprise Edition, Spring, Core Java, Tomcat, Databases, Unix, SOAP
Education
Sri Krishnadevaraya University 2002 — 2005
M.B.A.
Institution of Mechanical Engineers(India) 1991 — 1997
A.M.I.Mech.E.
Credit Suisse August 2013 - Present
Wipro Technologies September 2006 - Present
Skills
Web Services, XML, PL/SQL, Java, JavaScript, HTML, CSS, Usability, Oracle, Microsoft SQL Server, Hibernate, Eclipse, JDBC, JSP, Subversion, Agile Methodologies, Solution Architecture, SQL, Servlets, Ant, SDLC, XSLT, Struts, SOA, Weblogic, Java Enterprise Edition, Spring, Core Java, Tomcat, Databases, Unix, SOAP
Education
Sri Krishnadevaraya University 2002 — 2005
M.B.A.
Institution of Mechanical Engineers(India) 1991 — 1997
A.M.I.Mech.E.
Mary Hidalgo Mary Hidalgo's Credit Suisse Experience 2003 - 2007
Job Change Management Lead at Guardian Life Insurance Company of America
Industry Insurance
Experience
Guardian Life Insurance Company of America March 2009 - Present
Credit Suisse 2003 - 2007
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1994 - 2000
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1978
BS, Finance
Guardian Life Insurance Company of America March 2009 - Present
Credit Suisse 2003 - 2007
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1994 - 2000
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1978
BS, Finance
Albert Wright Albert Wright's Credit Suisse Experience 2008 - November 2012
Job CFO Technology & Shared Services at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ November 2012 - Present
Credit Suisse 2008 - November 2012
JPMorganChase 1988 - 2008
E.F. Hutton 1984 - 1988
Skills
Vendor Management, Strategic Planning, Financial Analysis, Finance, Product Management, Project Planning, Outsourcing, Leadership, Management, Analysis, Project Management, Business Analysis, Budgets, Managerial Finance, Risk Management, Banking, Executive Financial..., Financial Services, Forecasting, IT Outsourcing, Strategy
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA
St. John's University, The Peter J. Tobin College of Business 1978 — 1982
BS
Bank of Tokyo-Mitsubishi UFJ November 2012 - Present
Credit Suisse 2008 - November 2012
JPMorganChase 1988 - 2008
E.F. Hutton 1984 - 1988
Skills
Vendor Management, Strategic Planning, Financial Analysis, Finance, Product Management, Project Planning, Outsourcing, Leadership, Management, Analysis, Project Management, Business Analysis, Budgets, Managerial Finance, Risk Management, Banking, Executive Financial..., Financial Services, Forecasting, IT Outsourcing, Strategy
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA
St. John's University, The Peter J. Tobin College of Business 1978 — 1982
BS
Staci Agrapides Staci Agrapides's Credit Suisse Experience June 2011 - August 2011
Job Food Services Coordinator at Deutsch
Industry Marketing and Advertising
Experience
Deutsch July 2013 - Present
Harbor Fitness Club November 2008 - Present
Harbor Fitness Center 2008 - 2012
Credit Suisse June 2011 - August 2011
Skills
Digital Marketing, Marketing Communications, Direct Marketing, Graphic Design, Social Media Marketing, Advertising, Journalism, News Writing, Social Media, Adobe Creative Suite, Time Management, Facebook, Customer Service, Sales, Marketing Strategy, Management, Social Networking, Public Speaking, PowerPoint, Marketing, Microsoft Office
Education
St. Francis College
Bachelor's degree, Public Relations, Advertising, and Applied Communication, 3.8 gpa
Wagner College
Bachelor's Degree
Deutsch July 2013 - Present
Harbor Fitness Club November 2008 - Present
Harbor Fitness Center 2008 - 2012
Credit Suisse June 2011 - August 2011
Skills
Digital Marketing, Marketing Communications, Direct Marketing, Graphic Design, Social Media Marketing, Advertising, Journalism, News Writing, Social Media, Adobe Creative Suite, Time Management, Facebook, Customer Service, Sales, Marketing Strategy, Management, Social Networking, Public Speaking, PowerPoint, Marketing, Microsoft Office
Education
St. Francis College
Bachelor's degree, Public Relations, Advertising, and Applied Communication, 3.8 gpa
Wagner College
Bachelor's Degree
Randy Moreau Randy Moreau's Credit Suisse Experience June 2010 - January 2011
Job Practice Manager Data Integration at Sirius Computer Solutions
Industry Information Technology and Services
Experience
Sirius Computer Solutions April 2015 - Present
Sirius Computer Solutions January 2011 - Present
Fossil Group, Inc. May 2014 - March 2015
Wegmans Food Markets October 2013 - February 2014
Premier, Inc June 2013 - October 2013
Sallie Mae December 2012 - June 2013
Harris Teeter January 2012 - May 2013
Providence Health & Services December 2012 - March 2013
Time Warner Cable January 2011 - December 2011
Credit Suisse June 2010 - January 2011
Skills
Data Warehousing, ETL, Data Modeling, Business Intelligence, Informatica, Data Integration, Databases, SDLC, Integration, SQL, PL/SQL, SSIS, Unix Shell Scripting, Netezza, Visio, Erwin, Business Intelligence..., ODS, Oracle SQL, Shell Scripting, Netezza Stored..., NZSQL, Splunk
Education
Southern New Hampshire University 1992 — 1996
BS, Computer Information Systems
Southern New Hampshire University 1992 — 1996
Minor, Accounting
Biddeford High School 1988 — 1992
High School Diploma, Computers
Sirius Computer Solutions April 2015 - Present
Sirius Computer Solutions January 2011 - Present
Fossil Group, Inc. May 2014 - March 2015
Wegmans Food Markets October 2013 - February 2014
Premier, Inc June 2013 - October 2013
Sallie Mae December 2012 - June 2013
Harris Teeter January 2012 - May 2013
Providence Health & Services December 2012 - March 2013
Time Warner Cable January 2011 - December 2011
Credit Suisse June 2010 - January 2011
Skills
Data Warehousing, ETL, Data Modeling, Business Intelligence, Informatica, Data Integration, Databases, SDLC, Integration, SQL, PL/SQL, SSIS, Unix Shell Scripting, Netezza, Visio, Erwin, Business Intelligence..., ODS, Oracle SQL, Shell Scripting, Netezza Stored..., NZSQL, Splunk
Education
Southern New Hampshire University 1992 — 1996
BS, Computer Information Systems
Southern New Hampshire University 1992 — 1996
Minor, Accounting
Biddeford High School 1988 — 1992
High School Diploma, Computers
Christopher Wilson Christopher Wilson's Credit Suisse Experience 2000 - 2011
Job Senior Director Senior level marketer/fund raiser
Industry Financial Services
Experience
NYC based firm 2011 - Present
Credit Suisse 2000 - 2011
Societe Generale 1995 - 2000
Lehman Brothers 1991 - 1995
White, Weld & Co. 1987 - 1991
Education
Skidmore College
Bachelor of Science (BS), Business Administration and Management
NYC based firm 2011 - Present
Credit Suisse 2000 - 2011
Societe Generale 1995 - 2000
Lehman Brothers 1991 - 1995
White, Weld & Co. 1987 - 1991
Education
Skidmore College
Bachelor of Science (BS), Business Administration and Management
Haranadha Raju Chamarthi Haranadha Raju Chamarthi's Credit Suisse Experience August 2005 - 2009
Job Vice President at Citigroup
Industry Investment Banking
Experience
Citi Group April 2010 - Present
Norgate Technology 2010 - 2013
Barclays Capital July 2009 - April 2010
Credit Suisse August 2005 - 2009
AIG August 2004 - August 2005
Huawei Technologies March 2003 - August 2004
Tenet technologies October 1999 - March 2003
Education
Sri Venkateswara University 1995 — 1999
B.Tech
Citi Group April 2010 - Present
Norgate Technology 2010 - 2013
Barclays Capital July 2009 - April 2010
Credit Suisse August 2005 - 2009
AIG August 2004 - August 2005
Huawei Technologies March 2003 - August 2004
Tenet technologies October 1999 - March 2003
Education
Sri Venkateswara University 1995 — 1999
B.Tech
Devon McArdle Devon McArdle's Credit Suisse Experience 1993 - 2001
Job Managing Director, McDonald Partners
Industry Financial Services
Experience
McDonald Partners, LLC January 2008 - Present
Fifth Third Bank October 2005 - January 2008
McDonald Financial Group 2003 - 2005
Credit Suisse 1993 - 2001
Skills
Wealth Management, Series 7, series 66, Investment Strategies, Asset Allocation, Investment Advisory, Asset Management, Investments, Alternative Investments, Capital Markets, Equities, Retirement Planning, Insurance, Risk Management, Strategic Planning, Estate Planning, Trust Services, Finance, Retirement, Strategic Financial..., Financial Planning
Education
Skidmore College 1987 — 1991
BA, French & Government
Notre Dame Academy 1984 — 1987
McDonald Partners, LLC January 2008 - Present
Fifth Third Bank October 2005 - January 2008
McDonald Financial Group 2003 - 2005
Credit Suisse 1993 - 2001
Skills
Wealth Management, Series 7, series 66, Investment Strategies, Asset Allocation, Investment Advisory, Asset Management, Investments, Alternative Investments, Capital Markets, Equities, Retirement Planning, Insurance, Risk Management, Strategic Planning, Estate Planning, Trust Services, Finance, Retirement, Strategic Financial..., Financial Planning
Education
Skidmore College 1987 — 1991
BA, French & Government
Notre Dame Academy 1984 — 1987
Jamie Leanne Sullivan, CFP®'s Credit Suisse Experience March 2005 - June 2007
Job Chief Compliance Officer at Titan Securities
Industry Financial Services
Experience
Titan Securities September 2012 - Present
Elite Financial Management July 2010 - September 2012
First Southwest Company September 2008 - June 2010
Texas Financial Resources June 2007 - August 2008
Credit Suisse March 2005 - June 2007
Skills
Fixed Income, Series 7, Series 24, Financial Analysis, Financial Modeling, Series 63, Investments, Portfolio Management, Investment Banking, Strategic Financial..., Microsoft Excel, Valuation, Options, Alternative Investments, Securities, Capital Markets, Bonds, Finance
Education
The University of Texas at Arlington 2004 — 2005
The University of Texas at Austin 1999 — 2001
Southern Methodist University
CFP studies / designation, Certified Financial Planning
Titan Securities September 2012 - Present
Elite Financial Management July 2010 - September 2012
First Southwest Company September 2008 - June 2010
Texas Financial Resources June 2007 - August 2008
Credit Suisse March 2005 - June 2007
Skills
Fixed Income, Series 7, Series 24, Financial Analysis, Financial Modeling, Series 63, Investments, Portfolio Management, Investment Banking, Strategic Financial..., Microsoft Excel, Valuation, Options, Alternative Investments, Securities, Capital Markets, Bonds, Finance
Education
The University of Texas at Arlington 2004 — 2005
The University of Texas at Austin 1999 — 2001
Southern Methodist University
CFP studies / designation, Certified Financial Planning
Ganya Anderson Ganya Anderson's Credit Suisse Experience 2007 - 2010
Job Master Black Belt
Industry Professional Training & Coaching
Experience
BMGI January 2010 - Present
Trident Leverage October 2008 - Present
Continuous Improvement Professionals September 2008 - Present
SPIMCO January 2007 - Present
Six Sigma Qualtec May 1997 - Present
Proactive Business Solutions January 1997 - Present
Credit Suisse 2007 - 2010
Credit Suisse 2007 - 2008
StarQuest Learning Systems 1999 - 2005
Skills
Performance Metrics, Strategic Planning, Business Transformation, Six Sigma, Operational Excellence, Project Management, Business Process..., Process Improvement, Strategy, Black Belt, Lean Manufacturing, Cross-functional Team..., Leadership, Team Building, Value Stream Mapping, DMAIC, Business Analysis, Change Management, Continuous Improvement, Process Engineering, Business Process Mapping, Minitab, Performance Improvement, Management, Quality Management, Management Consulting, Training, Balanced Scorecard, TQM, Process Management
Education
The University of North Dakota 1988 — 1991
Masters, Economics
Smith College 1985 — 1988
Bachelors, Economics
BMGI January 2010 - Present
Trident Leverage October 2008 - Present
Continuous Improvement Professionals September 2008 - Present
SPIMCO January 2007 - Present
Six Sigma Qualtec May 1997 - Present
Proactive Business Solutions January 1997 - Present
Credit Suisse 2007 - 2010
Credit Suisse 2007 - 2008
StarQuest Learning Systems 1999 - 2005
Skills
Performance Metrics, Strategic Planning, Business Transformation, Six Sigma, Operational Excellence, Project Management, Business Process..., Process Improvement, Strategy, Black Belt, Lean Manufacturing, Cross-functional Team..., Leadership, Team Building, Value Stream Mapping, DMAIC, Business Analysis, Change Management, Continuous Improvement, Process Engineering, Business Process Mapping, Minitab, Performance Improvement, Management, Quality Management, Management Consulting, Training, Balanced Scorecard, TQM, Process Management
Education
The University of North Dakota 1988 — 1991
Masters, Economics
Smith College 1985 — 1988
Bachelors, Economics
Ian MacNeil Ian MacNeil's Credit Suisse Experience 1993 - 1994
Job Managing Director at Manulife Financial
Industry Investment Management
Experience
Manulife Financial 2007 - Present
Bank of Tokyo-Mitsubishi 1997 - 2007
Credit Lyonnais 1994 - 1997
Credit Suisse 1993 - 1994
Skills
Corporate Finance, Investments, Project Finance, Private Placements, Capital Markets
Education
University of Bradford 1992 — 1993
MBA, Finance
St. Francis Xavier University 1988 — 1992
BBA, Economics
High School
High School
High School
High School
Manulife Financial 2007 - Present
Bank of Tokyo-Mitsubishi 1997 - 2007
Credit Lyonnais 1994 - 1997
Credit Suisse 1993 - 1994
Skills
Corporate Finance, Investments, Project Finance, Private Placements, Capital Markets
Education
University of Bradford 1992 — 1993
MBA, Finance
St. Francis Xavier University 1988 — 1992
BBA, Economics
High School
High School
High School
High School
Thin Zar Aung Thin Zar Aung's Credit Suisse Experience June 2015 - Present
Job Assistant Vice President Messaging Engineer at Credit Suisse + Business Analyst
Industry Computer Software
Experience
Credit Suisse June 2015 - Present
Bank of America March 2015 - May 2015
Hyundai Capital America January 2013 - March 2015
Bank of America Merrill Lynch June 2012 - December 2012
Bank of America Merrill Lynch November 2009 - July 2012
POP Development Singapore May 2009 - November 2009
eFusion Solution Pte Ltd December 2008 - January 2009
XID Technologies Pte Ltd February 2008 - November 2008
Catena Technologies May 2007 - November 2007
Maritime and Port Authority of Singapore April 2007 - August 2007
Skills
JavaScript, MySQL, Oracle, SQL, Java, Web Services, Unix, PHP, Integration, Software Project..., Databases, Testing, Troubleshooting, Servers, Web Applications, ITIL, SOA
Education
Singapore Management University 2005 — 2009
BSc(Information System Management)(Operation Management), Information Technology, Opeartions
TAFE 2000 — 2002
Diploma in IT(Object Oriented Analysis and Design), Information Technology
Credit Suisse June 2015 - Present
Bank of America March 2015 - May 2015
Hyundai Capital America January 2013 - March 2015
Bank of America Merrill Lynch June 2012 - December 2012
Bank of America Merrill Lynch November 2009 - July 2012
POP Development Singapore May 2009 - November 2009
eFusion Solution Pte Ltd December 2008 - January 2009
XID Technologies Pte Ltd February 2008 - November 2008
Catena Technologies May 2007 - November 2007
Maritime and Port Authority of Singapore April 2007 - August 2007
Skills
JavaScript, MySQL, Oracle, SQL, Java, Web Services, Unix, PHP, Integration, Software Project..., Databases, Testing, Troubleshooting, Servers, Web Applications, ITIL, SOA
Education
Singapore Management University 2005 — 2009
BSc(Information System Management)(Operation Management), Information Technology, Opeartions
TAFE 2000 — 2002
Diploma in IT(Object Oriented Analysis and Design), Information Technology
David W Blagden David W Blagden's Credit Suisse Experience August 2008 - December 2010
Job Physical Network Architect
Industry Information Technology and Services
Experience
AT&T August 2013 - Present
Contractor at Bridgewater Associates August 2011 - December 2012
Credit Suisse August 2008 - December 2010
IBM Global Services March 2001 - June 2007
Aztec Technology Partners Inc. Formerly DNA November 1991 - September 2000
Digital Network Associates 1991 - 2000
Skills
Data Center, Project Management, Hardware, Software Installation, Disaster Recovery, Vendor Management, IT Service Management, ITIL, IT Strategy, Business Continuity, IT Management, Infrastructure..., Change Control, Software Documentation, Telecommunications, Infrastructure, Switches, Storage, Networking, Storage Area Networks
Education
Southern Connecticut State University 1984 — 1988
Bachelor of Science, Business Economics
Old Lyme High School
Graduated
AT&T August 2013 - Present
Contractor at Bridgewater Associates August 2011 - December 2012
Credit Suisse August 2008 - December 2010
IBM Global Services March 2001 - June 2007
Aztec Technology Partners Inc. Formerly DNA November 1991 - September 2000
Digital Network Associates 1991 - 2000
Skills
Data Center, Project Management, Hardware, Software Installation, Disaster Recovery, Vendor Management, IT Service Management, ITIL, IT Strategy, Business Continuity, IT Management, Infrastructure..., Change Control, Software Documentation, Telecommunications, Infrastructure, Switches, Storage, Networking, Storage Area Networks
Education
Southern Connecticut State University 1984 — 1988
Bachelor of Science, Business Economics
Old Lyme High School
Graduated
Minh Uong Minh Uong's Credit Suisse Experience June 2014 - Present
Job Investment Banking Analyst at Credit Suisse
Industry Higher Education
Experience
Credit Suisse June 2014 - Present
Skidmore Saratoga Consulting Partnership August 2013 - May 2014
Credit Suisse June 2013 - August 2013
Skills
Research, Financial Analysis, Microsoft Office, Facebook, Business Planning, Statistics, English, Time Management, Business Strategy, Analysis, Public Speaking, Strategy, Microsoft Excel, Market Research, Microsoft Word, Data Analysis, Nonprofits, Stata, Competitive Analysis, Accounting, PowerPoint, Leadership, Spanish, Investment Banking, Teamwork, Social Media, Event Planning, Economics, Finance, SPSS
Education
Skidmore College 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics. Minor: Business Management, 3.94/4.00 (top 1.3% of the class)
University College London, U. of London 2012 — 2012
Bachelor's degree, Economics
Credit Suisse June 2014 - Present
Skidmore Saratoga Consulting Partnership August 2013 - May 2014
Credit Suisse June 2013 - August 2013
Skills
Research, Financial Analysis, Microsoft Office, Facebook, Business Planning, Statistics, English, Time Management, Business Strategy, Analysis, Public Speaking, Strategy, Microsoft Excel, Market Research, Microsoft Word, Data Analysis, Nonprofits, Stata, Competitive Analysis, Accounting, PowerPoint, Leadership, Spanish, Investment Banking, Teamwork, Social Media, Event Planning, Economics, Finance, SPSS
Education
Skidmore College 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics. Minor: Business Management, 3.94/4.00 (top 1.3% of the class)
University College London, U. of London 2012 — 2012
Bachelor's degree, Economics
Ryan Grateke, CPA Ryan Grateke, CPA's Credit Suisse Experience July 2011 - April 2013
Job Manager, Strategy | Disney Media Networks (ABC Television Group) at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company September 2014 - Present
Guggenheim Partners April 2013 - August 2014
Credit Suisse July 2011 - April 2013
Highland Capital Management January 2009 - August 2009
Highland Capital Management May 2008 - January 2009
Highland Capital Management August 2006 - May 2008
Ernst & Young June 2004 - August 2006
Skills
Investment Banking, Private Equity, Valuation, Media & Entertainment, Mergers & Acquisitions, Hedge Funds, Investments, Corporate Development, Business Development, Strategy, Finance, Team Leadership, Financial Analysis, Digital Media, Television, Competitive Analysis, Portfolio Management, Corporate Finance, Equities, Operating Models, Financial Structuring, Start-ups, Debt & Equity Financing, Due Diligence, Film, Strategic Financial..., Joint Ventures, Accounting, Private Placements, CPA, Capital Markets, Operations Management, Structured Finance, IPO, Investment Management, Structured Products, Financial Modeling, Bonds, Broadcast Television, CDOs, LBO, Leveraged Finance
Education
The University of Chicago Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.) - Accounting
The Walt Disney Company September 2014 - Present
Guggenheim Partners April 2013 - August 2014
Credit Suisse July 2011 - April 2013
Highland Capital Management January 2009 - August 2009
Highland Capital Management May 2008 - January 2009
Highland Capital Management August 2006 - May 2008
Ernst & Young June 2004 - August 2006
Skills
Investment Banking, Private Equity, Valuation, Media & Entertainment, Mergers & Acquisitions, Hedge Funds, Investments, Corporate Development, Business Development, Strategy, Finance, Team Leadership, Financial Analysis, Digital Media, Television, Competitive Analysis, Portfolio Management, Corporate Finance, Equities, Operating Models, Financial Structuring, Start-ups, Debt & Equity Financing, Due Diligence, Film, Strategic Financial..., Joint Ventures, Accounting, Private Placements, CPA, Capital Markets, Operations Management, Structured Finance, IPO, Investment Management, Structured Products, Financial Modeling, Bonds, Broadcast Television, CDOs, LBO, Leveraged Finance
Education
The University of Chicago Booth School of Business 2009 — 2011
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.) - Accounting
David Rebetti, CPA's Credit Suisse Experience May 1993 - March 1995
Job Senior Finance officer | Head of Finance | M&A Diligence & Integration Specialist | Accounting Control
Industry Financial Services
Experience
Cantor Fitzgerald August 2008 - January 2014
Portion (formerly WestLB AG) April 2005 - August 2008
Deutsche Bank AG November 1997 - March 2005
Mercer Management Consulting April 1995 - November 1997
Credit Suisse May 1993 - March 1995
Arthur Andersen LLP September 1989 - April 1993
Skills
Mergers & Acquisitions, Due Diligence, Acquisition Integration, Commercial Real Estate..., Financial Accounting, Corporate Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Financial Services, Capital Markets, Corporate Finance, Investment Banking, Asset Management
Education
St. John's University
Bachelor of Science (B.S.), Accounting
Cantor Fitzgerald August 2008 - January 2014
Portion (formerly WestLB AG) April 2005 - August 2008
Deutsche Bank AG November 1997 - March 2005
Mercer Management Consulting April 1995 - November 1997
Credit Suisse May 1993 - March 1995
Arthur Andersen LLP September 1989 - April 1993
Skills
Mergers & Acquisitions, Due Diligence, Acquisition Integration, Commercial Real Estate..., Financial Accounting, Corporate Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Financial Services, Capital Markets, Corporate Finance, Investment Banking, Asset Management
Education
St. John's University
Bachelor of Science (B.S.), Accounting
Ravi Chada Ravi Chada's Credit Suisse Experience October 2008 - October 2010
Job CRM Solution Developer at Avanade
Industry Information Technology and Services
Experience
Avanade October 2013 - Present
Zen InfoTech September 2008 - October 2013
Amgen March 2011 - September 2013
Philips Respironics October 2010 - March 2011
Credit Suisse October 2008 - October 2010
Cambridgesoft April 2007 - September 2008
Proteans Software Solutions September 2006 - September 2008
Proteans Software Solutions January 2007 - March 2007
CareAnyware September 2006 - January 2007
State Street June 2004 - September 2006
Skills
Microsoft CRM, MS CRM 2011, Databases, Business Analysis, Agile Methodologies, ASP.NET, Web Services, Oracle, Microsoft SQL Server, .NET, PL/SQL, C#, XML, Scribe Insight, JScript, SharePoint, Unix, Software Development, Java, Integration, UML, Shell Scripting, Software Documentation, Business Process, MySQL, Data Warehousing, Software Project..., CRM, Requirements Gathering, SDLC, User Acceptance Testing, WCF, Business Intelligence, HTML, Analysis, ETL, WPF, DB2, SOA, Scrum, VB.NET, Silverlight, T-SQL, SSRS, Solution Architecture, XSLT, Struts, SSIS, Data Migration, Database Design
Education
Sri Sathya Sai Institute of Higher Learning 1999 — 2004
Masters of Science, Mathematics with specialization in Computer Science
Avanade October 2013 - Present
Zen InfoTech September 2008 - October 2013
Amgen March 2011 - September 2013
Philips Respironics October 2010 - March 2011
Credit Suisse October 2008 - October 2010
Cambridgesoft April 2007 - September 2008
Proteans Software Solutions September 2006 - September 2008
Proteans Software Solutions January 2007 - March 2007
CareAnyware September 2006 - January 2007
State Street June 2004 - September 2006
Skills
Microsoft CRM, MS CRM 2011, Databases, Business Analysis, Agile Methodologies, ASP.NET, Web Services, Oracle, Microsoft SQL Server, .NET, PL/SQL, C#, XML, Scribe Insight, JScript, SharePoint, Unix, Software Development, Java, Integration, UML, Shell Scripting, Software Documentation, Business Process, MySQL, Data Warehousing, Software Project..., CRM, Requirements Gathering, SDLC, User Acceptance Testing, WCF, Business Intelligence, HTML, Analysis, ETL, WPF, DB2, SOA, Scrum, VB.NET, Silverlight, T-SQL, SSRS, Solution Architecture, XSLT, Struts, SSIS, Data Migration, Database Design
Education
Sri Sathya Sai Institute of Higher Learning 1999 — 2004
Masters of Science, Mathematics with specialization in Computer Science
Richard Cappellazzo's Credit Suisse Experience May 2015 - Present
Job Summer Analyst at Credit Suisse
Industry International Trade and Development
Experience
Credit Suisse May 2015 - Present
The Peter G. Peterson Foundation May 2014 - August 2014
Christie's May 2013 - July 2013
Il Giardino dei Lauri June 2012 - June 2012
Skills
Microsoft Office, Customer Service, Research, Microsoft Excel, PowerPoint, Microsoft Word, Windows, Outlook, Photoshop
Education
Skidmore College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Credit Suisse May 2015 - Present
The Peter G. Peterson Foundation May 2014 - August 2014
Christie's May 2013 - July 2013
Il Giardino dei Lauri June 2012 - June 2012
Skills
Microsoft Office, Customer Service, Research, Microsoft Excel, PowerPoint, Microsoft Word, Windows, Outlook, Photoshop
Education
Skidmore College 2012 — 2016
Bachelor of Arts (B.A.), Economics
William Robert Matarazzo William Robert Matarazzo's Credit Suisse Experience November 1999 - June 2011
Job Director of Operations at New York State Senate
Industry Government Administration
Experience
New York State Senate November 2012 - Present
The JGV Memorial Scholarship Foundation December 2001 - Present
Credit Suisse November 1999 - June 2011
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Investments, Equities, Securities, Private Equity, Asset Managment, Corporate Finance, Financial Analysis, Due Diligence, Risk Management, Portfolio Management, Finance, Strategic Planning, Valuation, Banking, Alternative Investments, Hedge Funds, Wealth Management, Operations Management, Staff..., Building Relationships, Building Key..., Exceeding Expectations, Exceeding Customer..., Team Mentoring, Private Banking, Private Client Services, Human Resources, Fixed Income, Asset Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Securities Industry Institute
The Credit Suisse Business School 2008 — 2011
Saint John's University Graduate School, Rome Italy 1999 — 2000
Saint John's University - Peter J. Tobin College of Business 1995 — 1999
Bachelor of Science (BS)
Monsignor Farrell 1991 — 1995
Regents Diploma & Law Award
New York State Senate November 2012 - Present
The JGV Memorial Scholarship Foundation December 2001 - Present
Credit Suisse November 1999 - June 2011
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Investments, Equities, Securities, Private Equity, Asset Managment, Corporate Finance, Financial Analysis, Due Diligence, Risk Management, Portfolio Management, Finance, Strategic Planning, Valuation, Banking, Alternative Investments, Hedge Funds, Wealth Management, Operations Management, Staff..., Building Relationships, Building Key..., Exceeding Expectations, Exceeding Customer..., Team Mentoring, Private Banking, Private Client Services, Human Resources, Fixed Income, Asset Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Securities Industry Institute
The Credit Suisse Business School 2008 — 2011
Saint John's University Graduate School, Rome Italy 1999 — 2000
Saint John's University - Peter J. Tobin College of Business 1995 — 1999
Bachelor of Science (BS)
Monsignor Farrell 1991 — 1995
Regents Diploma & Law Award
Rachel Wheeler Rachel Wheeler's Credit Suisse Experience March 2007 - August 2007
Job Owner/Broker at Pacesetter Real Estate Services LLC
Industry Real Estate
Experience
Pacesetter Real Estate Services LLC July 2014 - Present
Keller Williams Integrity Realty November 2012 - July 2014
IBR Realty November 2009 - November 2012
Credit Suisse March 2007 - August 2007
Silver State Mortgage 2006 - 2007
PMI Mortgage Insurance Co. 1999 - 2004
Skills
Sales, Foreclosures, Residential Mortgages, Sellers, Investors, Short Sales, Buyers, First Time Home Buyers, New Homes, Buyer Representation, Listings, Mortgage Banking, Move Up Buyers, REO, Single Family Homes
Education
College of St. Catherine 1988 — 1992
BS, Elementary Education
Pacesetter Real Estate Services LLC July 2014 - Present
Keller Williams Integrity Realty November 2012 - July 2014
IBR Realty November 2009 - November 2012
Credit Suisse March 2007 - August 2007
Silver State Mortgage 2006 - 2007
PMI Mortgage Insurance Co. 1999 - 2004
Skills
Sales, Foreclosures, Residential Mortgages, Sellers, Investors, Short Sales, Buyers, First Time Home Buyers, New Homes, Buyer Representation, Listings, Mortgage Banking, Move Up Buyers, REO, Single Family Homes
Education
College of St. Catherine 1988 — 1992
BS, Elementary Education
Bob Holt, CFA's Credit Suisse Experience September 2012 - Present
Job Business Analyst at Credit Suisse
Industry Investment Management
Experience
Credit Suisse September 2012 - Present
Graystone Consulting at Morgan Stanley Smith Barney May 2007 - September 2012
Graystone Consulting at Morgan Stanley Smith Barney November 2006 - May 2007
Skills
Investment Consulting, Investment Analysis, Investment Manager..., Investment Policy, Asset Allocation, Public Equity, Private...
Education
Sonoma State University 2003 — 2007
B.A., Economics
Credit Suisse September 2012 - Present
Graystone Consulting at Morgan Stanley Smith Barney May 2007 - September 2012
Graystone Consulting at Morgan Stanley Smith Barney November 2006 - May 2007
Skills
Investment Consulting, Investment Analysis, Investment Manager..., Investment Policy, Asset Allocation, Public Equity, Private...
Education
Sonoma State University 2003 — 2007
B.A., Economics
Mevis Desai Mevis Desai's Credit Suisse Experience September 2015 - Present
Job Microsoft .Net consultant at Credit Suisse
Industry Computer Software
Experience
Credit Suisse September 2015 - Present
Wells Fargo Capital Finance September 2014 - September 2015
Dresser-Rand - A Siemens Business May 2010 - August 2014
Jack Solutions May 2009 - March 2010
Datamatics Global Services June 2007 - May 2009
AG Technologies January 2006 - July 2007
Glintsoft Infotech Pvt. Ltd. August 2005 - January 2006
Skills
.NET, C#, VB.NET, WPF, Microsoft Unity, Microsoft Prism, WinForms, LINQ, ADO.NET, Entity Framework, Design Patterns, Web Services, WCF, ASP.NET, IIS, JavaScript, VSS, TFS, Visual SVN, Github, XML, Microsoft SQL Server, T-SQL, SSRS, SSIS, Silverlight, ASP.NET AJAX, ASP.NET MVC, MVC, SOA, Microsoft Office..., Windows Sharepoint..., Windows Azure, NHibernate
Education
South Gujarat University 2000 — 2005
M.Sc. Information Technology, Computer Science
MCZ High School 1998 — 2000
HSC, Commerce, Distinction
LMP Reva 1988 — 1998
Gujarat Secondary and Higher Secondary Education Board, SSC, Distinction
Credit Suisse September 2015 - Present
Wells Fargo Capital Finance September 2014 - September 2015
Dresser-Rand - A Siemens Business May 2010 - August 2014
Jack Solutions May 2009 - March 2010
Datamatics Global Services June 2007 - May 2009
AG Technologies January 2006 - July 2007
Glintsoft Infotech Pvt. Ltd. August 2005 - January 2006
Skills
.NET, C#, VB.NET, WPF, Microsoft Unity, Microsoft Prism, WinForms, LINQ, ADO.NET, Entity Framework, Design Patterns, Web Services, WCF, ASP.NET, IIS, JavaScript, VSS, TFS, Visual SVN, Github, XML, Microsoft SQL Server, T-SQL, SSRS, SSIS, Silverlight, ASP.NET AJAX, ASP.NET MVC, MVC, SOA, Microsoft Office..., Windows Sharepoint..., Windows Azure, NHibernate
Education
South Gujarat University 2000 — 2005
M.Sc. Information Technology, Computer Science
MCZ High School 1998 — 2000
HSC, Commerce, Distinction
LMP Reva 1988 — 1998
Gujarat Secondary and Higher Secondary Education Board, SSC, Distinction
Daniel J Barr's Credit Suisse Experience October 2013 - Present
Job Product Controller at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2013 - Present
Barr Development November 2005 - October 2013
Buxton November 2004 - November 2005
Skills
Real Estate, SPSS, ArcGIS, SAS, Cross-functional Team..., CMBS, Securitization, Investment Banking, Asset-backed..., SQL, Microsoft Excel, RMBS
Education
Southern Methodist University 2000 — 2004
B.A., Economics
Credit Suisse October 2013 - Present
Barr Development November 2005 - October 2013
Buxton November 2004 - November 2005
Skills
Real Estate, SPSS, ArcGIS, SAS, Cross-functional Team..., CMBS, Securitization, Investment Banking, Asset-backed..., SQL, Microsoft Excel, RMBS
Education
Southern Methodist University 2000 — 2004
B.A., Economics
Jason C. Holland Jason C. Holland's Credit Suisse Experience March 2011 - Present
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse March 2011 - Present
Fidelity Investments 2006 - 2011
Education
Southern Methodist University - Cox School of Business
Masters of Business Administration, Finance
Texas Tech University
Bachelor of Business Administration, Finance
Credit Suisse March 2011 - Present
Fidelity Investments 2006 - 2011
Education
Southern Methodist University - Cox School of Business
Masters of Business Administration, Finance
Texas Tech University
Bachelor of Business Administration, Finance
Bruce Graham Bruce Graham's Credit Suisse Experience July 2003 - October 2007
Job Senior Software Architect at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2009 - Present
RBC Capital Markets (Royal Bank of Canada) October 2007 - February 2009
Credit Suisse July 2003 - October 2007
HIGHER ORDER SOLUTIONS, INC. November 1995 - July 2003
BIZBLAST.COM November 1999 - December 2000
INTERWORLD COMMUNICATIONS CORPORATION April 1994 - November 1995
ONE 800/900, INC April 1992 - October 1993
COMMUNICATIONS MANAGEMENT AND INFORMATION, INC June 1990 - April 1992
FIREARMS TRAINING SYSTEMS, INC April 1989 - June 1990
Skills
Distributed Systems, Software Development, Architecture, Integration, Java, Sun Java2 Certified..., Python, Linux, Unix, JMS, Multithreading, TIBCO EMS, Sybase, Spring, Eclipse, Subversion, XML, Trading Systems, Agile Methodologies, Risk Management, SQL, Fixed Income, Derivatives, Oracle, Cassandra, CBB, Athena, Research, C#
Education
Southern Polytechnic State University
B.S, Computer Science
JPMorgan Chase February 2009 - Present
RBC Capital Markets (Royal Bank of Canada) October 2007 - February 2009
Credit Suisse July 2003 - October 2007
HIGHER ORDER SOLUTIONS, INC. November 1995 - July 2003
BIZBLAST.COM November 1999 - December 2000
INTERWORLD COMMUNICATIONS CORPORATION April 1994 - November 1995
ONE 800/900, INC April 1992 - October 1993
COMMUNICATIONS MANAGEMENT AND INFORMATION, INC June 1990 - April 1992
FIREARMS TRAINING SYSTEMS, INC April 1989 - June 1990
Skills
Distributed Systems, Software Development, Architecture, Integration, Java, Sun Java2 Certified..., Python, Linux, Unix, JMS, Multithreading, TIBCO EMS, Sybase, Spring, Eclipse, Subversion, XML, Trading Systems, Agile Methodologies, Risk Management, SQL, Fixed Income, Derivatives, Oracle, Cassandra, CBB, Athena, Research, C#
Education
Southern Polytechnic State University
B.S, Computer Science
Henry Roxas Henry Roxas's Credit Suisse Experience June 2008 - November 2008
Job Project Manager at ANZ
Industry Financial Services
Experience
ANZ December 2014 - Present
ANZ July 2012 - November 2014
Merrill Lynch December 2011 - July 2012
Merrill Lynch June 2010 - November 2011
Shinsei Bank December 2009 - April 2010
United Overseas Bank-SMU Entrepreneurship Alliance October 2009 - December 2009
Merrill Lynch May 2009 - July 2009
Credit Suisse June 2008 - November 2008
Skills
Business Process..., Statistical Analysis..., Communications Strategy, Banking, Business Analysis, Business Process Design, Business Requirements, Change Management, Enterprise Architecture, Enterprise Software, IT Strategy, Management, Project Management, Project Planning, Requirements Gathering, Stakeholder Management, Strategic Communications, Testing, Risk Management
Education
Singapore Management University 2006 — 2010
Bachelor of Science Degree, Information Systems Management
Hauppauge High School 2000 — 2004
Diploma
ANZ December 2014 - Present
ANZ July 2012 - November 2014
Merrill Lynch December 2011 - July 2012
Merrill Lynch June 2010 - November 2011
Shinsei Bank December 2009 - April 2010
United Overseas Bank-SMU Entrepreneurship Alliance October 2009 - December 2009
Merrill Lynch May 2009 - July 2009
Credit Suisse June 2008 - November 2008
Skills
Business Process..., Statistical Analysis..., Communications Strategy, Banking, Business Analysis, Business Process Design, Business Requirements, Change Management, Enterprise Architecture, Enterprise Software, IT Strategy, Management, Project Management, Project Planning, Requirements Gathering, Stakeholder Management, Strategic Communications, Testing, Risk Management
Education
Singapore Management University 2006 — 2010
Bachelor of Science Degree, Information Systems Management
Hauppauge High School 2000 — 2004
Diploma
Frank T. Pallotta Frank T. Pallotta's Credit Suisse Experience May 1995 - May 2003
Job Steel Curtain Capital Group, LLC
Industry Financial Services
Experience
Steel Curtain Capital Group, LLC June 2008 - Present
SC Canadian Mortgage Group April 2014 - Present
Loan Value Group LLC January 2009 - March 2014
Morgan Stanley June 2003 - June 2008
Credit Suisse May 1995 - May 2003
Goldman Sachs January 1990 - May 1995
Education
St. John's University
Bachelor of Science (BS), Finance
Steel Curtain Capital Group, LLC June 2008 - Present
SC Canadian Mortgage Group April 2014 - Present
Loan Value Group LLC January 2009 - March 2014
Morgan Stanley June 2003 - June 2008
Credit Suisse May 1995 - May 2003
Goldman Sachs January 1990 - May 1995
Education
St. John's University
Bachelor of Science (BS), Finance
Molly Edwards's Credit Suisse Experience June 2013 - August 2013
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Credit Suisse June 2013 - August 2013
Burson-Marsteller April 2010 - June 2012
Texans For Kay Bailey Hutchison May 2009 - April 2010
Skills
Corporate Communications, Finance, Fundraising, Corporate Social..., Portfolio Management
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Science, Advertising (Texas Interactive Program); Business Foundations
J.P. Morgan August 2014 - Present
Credit Suisse June 2013 - August 2013
Burson-Marsteller April 2010 - June 2012
Texans For Kay Bailey Hutchison May 2009 - April 2010
Skills
Corporate Communications, Finance, Fundraising, Corporate Social..., Portfolio Management
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Science, Advertising (Texas Interactive Program); Business Foundations
Joe Nugent Joe Nugent's Credit Suisse Experience June 2013 - August 2013
Job Advisory Associate at PwC
Industry Financial Services
Experience
PwC August 2015 - Present
News Corp June 2014 - Present
Siena College August 2013 - Present
Credit Suisse June 2013 - August 2013
Credit Suisse July 2012 - August 2012
Dolce Hotels & Resorts July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Teamwork, Public Speaking, Microsoft Office, Social Media, English, Event Planning, Team Leadership, Windows, Research, Customer Service, Leadership, Social Networking
Education
Siena College 2012 — 2015
PwC August 2015 - Present
News Corp June 2014 - Present
Siena College August 2013 - Present
Credit Suisse June 2013 - August 2013
Credit Suisse July 2012 - August 2012
Dolce Hotels & Resorts July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Teamwork, Public Speaking, Microsoft Office, Social Media, English, Event Planning, Team Leadership, Windows, Research, Customer Service, Leadership, Social Networking
Education
Siena College 2012 — 2015
Libby Myers's Credit Suisse Experience January 2014 - November 2014
Job Product Specialist at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds May 2015 - Present
UBS Wealth Management November 2014 - Present
Credit Suisse January 2014 - November 2014
Moody's Analytics July 2013 - January 2014
Moody's Analytics November 2011 - June 2013
Skills
Series 7, Sales Operations, Sales
Education
Southern Methodist University 2007 — 2011
Bachelor of Arts, Political Science
Staples High School 2004 — 2007
OppenheimerFunds May 2015 - Present
UBS Wealth Management November 2014 - Present
Credit Suisse January 2014 - November 2014
Moody's Analytics July 2013 - January 2014
Moody's Analytics November 2011 - June 2013
Skills
Series 7, Sales Operations, Sales
Education
Southern Methodist University 2007 — 2011
Bachelor of Arts, Political Science
Staples High School 2004 — 2007
Frank Donatelli Frank Donatelli's Credit Suisse Experience August 2013 - December 2013
Job IHC CCAR Project Manager at BNP Paribas
Industry Financial Services
Experience
Prospect 33 December 2013 - Present
Credit Suisse August 2013 - December 2013
Bank of America September 2008 - May 2013
Merrill Lynch June 1998 - September 2008
Credit Suisse Private Banking January 1998 - June 1998
BHF Securities March 1996 - January 1998
Societe Generale Securities June 1994 - March 1996
Skills
Fixed Income, Capital Markets, Derivatives, Credit Derivatives, Securities, Bonds, Basel II, Financial Risk, Credit Risk, Portfolio Management, Bloomberg, Operational Risk, Collateral Management, Middle Office, Swaps, Investment Banking, Trading Systems, Equities, Hedge Funds, Banking, Market Risk, Structured Products, Financial Services, Management, Back Office, Equity Derivatives, FX Options, Project Management
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1994
Bachelor's, Accounting
Prospect 33 December 2013 - Present
Credit Suisse August 2013 - December 2013
Bank of America September 2008 - May 2013
Merrill Lynch June 1998 - September 2008
Credit Suisse Private Banking January 1998 - June 1998
BHF Securities March 1996 - January 1998
Societe Generale Securities June 1994 - March 1996
Skills
Fixed Income, Capital Markets, Derivatives, Credit Derivatives, Securities, Bonds, Basel II, Financial Risk, Credit Risk, Portfolio Management, Bloomberg, Operational Risk, Collateral Management, Middle Office, Swaps, Investment Banking, Trading Systems, Equities, Hedge Funds, Banking, Market Risk, Structured Products, Financial Services, Management, Back Office, Equity Derivatives, FX Options, Project Management
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1994
Bachelor's, Accounting
Kasime Adames Kasime Adames's Credit Suisse Experience 1999 - 2003
Job Vice President Lead Business Analyst at Citi
Industry Banking
Experience
Citi July 2013 - Present
Citi March 2010 - June 2013
Panache 2005 - December 2008
Credit Suisse 1999 - 2003
Skills
Bloomberg, Derivatives, Options, Advanced Excel skills:..., Expert at building..., A talent for automating..., Innovative problem..., Data Analyst, Financial Risk, Fixed Income, Portfolio Management, Swaps, Trading, Interest rate Swaps..., Forward Rate Agreements..., Credit Default Swaps..., CCP's: CME, LCH, ICE, Initial Margin..., Treasury & Agency..., VBA Developer, Business Objects, Data Mining, JIRA, SharePoint, Reference Data, Business Analysis
Education
Siena College 1994 — 1998
Bachelor of Science (BS), Accounting and Finance
Citi July 2013 - Present
Citi March 2010 - June 2013
Panache 2005 - December 2008
Credit Suisse 1999 - 2003
Skills
Bloomberg, Derivatives, Options, Advanced Excel skills:..., Expert at building..., A talent for automating..., Innovative problem..., Data Analyst, Financial Risk, Fixed Income, Portfolio Management, Swaps, Trading, Interest rate Swaps..., Forward Rate Agreements..., Credit Default Swaps..., CCP's: CME, LCH, ICE, Initial Margin..., Treasury & Agency..., VBA Developer, Business Objects, Data Mining, JIRA, SharePoint, Reference Data, Business Analysis
Education
Siena College 1994 — 1998
Bachelor of Science (BS), Accounting and Finance
Graham Bass Graham Bass's Credit Suisse Experience June 2015 - Present
Job Investment Banking Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Skills
Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Teamwork, Research, Public Speaking
Education
Southern Methodist University - Cox School of Business 2013 — 2017
Finance, General
Tampa Preparatory School 2008 — 2013
Credit Suisse June 2015 - Present
Skills
Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Teamwork, Research, Public Speaking
Education
Southern Methodist University - Cox School of Business 2013 — 2017
Finance, General
Tampa Preparatory School 2008 — 2013
Christian N Elloie's Credit Suisse Experience April 2012 - December 2014
Job Assistant General Counsel at Deloitte
Industry Law Practice
Experience
Deloitte January 2015 - Present
Dewey Pegno & Kramarsky LLP February 2014 - December 2014
Credit Suisse April 2012 - December 2014
Sidley Austin September 2008 - February 2014
InMotion July 2010 - December 2010
Skills
Legal Writing, Litigation, Courts, Mediation, Legal Research, Trials, Employment Law, Civil Litigation, Westlaw, Arbitration
Education
De La Salle High School (New Orleans)
High School
Southern University Law Center
Juris Doctor, Law
Tulane University
B.A., Sociology
Deloitte January 2015 - Present
Dewey Pegno & Kramarsky LLP February 2014 - December 2014
Credit Suisse April 2012 - December 2014
Sidley Austin September 2008 - February 2014
InMotion July 2010 - December 2010
Skills
Legal Writing, Litigation, Courts, Mediation, Legal Research, Trials, Employment Law, Civil Litigation, Westlaw, Arbitration
Education
De La Salle High School (New Orleans)
High School
Southern University Law Center
Juris Doctor, Law
Tulane University
B.A., Sociology
Katie (Ozenick) Runyan Katie (Ozenick) Runyan's Credit Suisse Experience January 2007 - September 2007
Job Vice President at Walker & Dunlop, LLC
Industry Real Estate
Experience
Walker & Dunlop September 2012 - Present
CWCapital September 2007 - September 2012
Credit Suisse January 2007 - September 2007
Credit Suisse May 2005 - December 2006
Education
Southern Methodist University - Cox School of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at Arlington 2001 — 2003
Walker & Dunlop September 2012 - Present
CWCapital September 2007 - September 2012
Credit Suisse January 2007 - September 2007
Credit Suisse May 2005 - December 2006
Education
Southern Methodist University - Cox School of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at Arlington 2001 — 2003
Venu Ravikanti Venu Ravikanti's Credit Suisse Experience August 2005 - February 2007
Job Financial Services Program Manager
Industry Capital Markets
Experience
Accenture March 2010 - Present
NorthStar March 2007 - October 2009
Credit Suisse August 2005 - February 2007
XPGS Consulting Inc June 2004 - August 2005
PeopleSoft Inc January 1998 - August 2004
Independent Consulting June 1997 - December 1998
Skills
Project Management, Wealth Management, Asset Allocation, Market Data, Reference Data, PeopleSoft, Analytics, Program Management, Enterprise Software, Credit Risk, Trading Systems, Client Presentation, Fixed Income Products, Client Reporting, Master Data Management, Portfolio Management, Risk Management, Roadmap, Client Engagement, Account Management, RFP preparation, Product Demonstration, Financial Analysis, Regulatory Reporting, IT Enabled Business..., Vendor Management..., Business Process Design, Options Strategies, Reports, IT Transformation, Operational Excellence, Fit/Gap Analysis, Workflow, IT Outsourcing, Integration, Strategy, CRM, PMO, Derivatives, Financial Markets, IT Strategy, Offshoring, Equities, Business Intelligence, Pre-sales, Requirements Analysis, Business Analysis, Consulting, Banking, Analysis
Education
Sri Sathya Sai Institute of Higher Learning 1994 — 1996
Masters, Finance
Sri Sathya Sai Institute of Higher Learning 1991 — 1994
Bachelors, Commerce
NA
Accenture March 2010 - Present
NorthStar March 2007 - October 2009
Credit Suisse August 2005 - February 2007
XPGS Consulting Inc June 2004 - August 2005
PeopleSoft Inc January 1998 - August 2004
Independent Consulting June 1997 - December 1998
Skills
Project Management, Wealth Management, Asset Allocation, Market Data, Reference Data, PeopleSoft, Analytics, Program Management, Enterprise Software, Credit Risk, Trading Systems, Client Presentation, Fixed Income Products, Client Reporting, Master Data Management, Portfolio Management, Risk Management, Roadmap, Client Engagement, Account Management, RFP preparation, Product Demonstration, Financial Analysis, Regulatory Reporting, IT Enabled Business..., Vendor Management..., Business Process Design, Options Strategies, Reports, IT Transformation, Operational Excellence, Fit/Gap Analysis, Workflow, IT Outsourcing, Integration, Strategy, CRM, PMO, Derivatives, Financial Markets, IT Strategy, Offshoring, Equities, Business Intelligence, Pre-sales, Requirements Analysis, Business Analysis, Consulting, Banking, Analysis
Education
Sri Sathya Sai Institute of Higher Learning 1994 — 1996
Masters, Finance
Sri Sathya Sai Institute of Higher Learning 1991 — 1994
Bachelors, Commerce
NA
Bryce Lewis Bryce Lewis's Credit Suisse Experience May 2013 - August 2013
Job Legal Intern at Minnesota Vikings Football, LLC
Industry Law Practice
Experience
Minnesota Vikings Football, LLC July 2015 - Present
Nielsen May 2014 - August 2014
Credit Suisse May 2013 - August 2013
SMU Cox School of Business September 2011 - May 2012
Frisco RoughRiders May 2011 - July 2011
UPS - European Headquarters August 2010 - December 2010
Education
Vanderbilt University Law School 2012 — 2016
Doctor of Law (JD)
Vanderbilt University - Owen Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Finance
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, summa cum laude
Southern Methodist University - Dedman College 2008 — 2012
Bachelor of Arts (BA), Public Policy, summa cum laude
Vesalius College Brussels - Belgium 2010 — 2010
Study Abroad
TPHS 2004 — 2008
Minnesota Vikings Football, LLC July 2015 - Present
Nielsen May 2014 - August 2014
Credit Suisse May 2013 - August 2013
SMU Cox School of Business September 2011 - May 2012
Frisco RoughRiders May 2011 - July 2011
UPS - European Headquarters August 2010 - December 2010
Education
Vanderbilt University Law School 2012 — 2016
Doctor of Law (JD)
Vanderbilt University - Owen Graduate School of Management 2013 — 2016
Master of Business Administration (MBA), Finance
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, summa cum laude
Southern Methodist University - Dedman College 2008 — 2012
Bachelor of Arts (BA), Public Policy, summa cum laude
Vesalius College Brussels - Belgium 2010 — 2010
Study Abroad
TPHS 2004 — 2008
Donald Rocco Donald Rocco's Credit Suisse Experience March 2001 - December 2001
Job
Industry Banking
Experience
BNY Mellon November 2014 - Present
BNY Mellon January 2012 - November 2014
Mulligans Clubhouse Grille December 2007 - December 2011
BNY Mellon April 2007 - July 2008
South Beach September 2005 - March 2007
Credit Suisse March 2001 - December 2001
Kinexus August 2000 - May 2001
The Bank of New York August 1998 - July 2000
Mellon Bank September 1996 - August 1998
Education
Skidmore College 1991 — 1996
Bachelor's degree, Business/Commerce, General
Pittsburgh Central Catholic 1987 — 1991
College/University Preparatory and Advanced High School/Secondary Diploma Program
BNY Mellon November 2014 - Present
BNY Mellon January 2012 - November 2014
Mulligans Clubhouse Grille December 2007 - December 2011
BNY Mellon April 2007 - July 2008
South Beach September 2005 - March 2007
Credit Suisse March 2001 - December 2001
Kinexus August 2000 - May 2001
The Bank of New York August 1998 - July 2000
Mellon Bank September 1996 - August 1998
Education
Skidmore College 1991 — 1996
Bachelor's degree, Business/Commerce, General
Pittsburgh Central Catholic 1987 — 1991
College/University Preparatory and Advanced High School/Secondary Diploma Program
Ariella Steinfeld Ariella Steinfeld's Credit Suisse Experience April 2015 - Present
Job Compensation Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2015 - Present
NYU Langone Medical Center April 2013 - April 2015
Fluent, Inc June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Outlook, Editing, Strategic Planning, Negotiation, Financial Modeling
Education
Skidmore College 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General, Class of 2013
Millburn Senior High School 2005 — 2009
Universitat Pompeu Fabra (UPF)
Bachelor of Business Administration (B.B.A.), International Business
Credit Suisse April 2015 - Present
NYU Langone Medical Center April 2013 - April 2015
Fluent, Inc June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Outlook, Editing, Strategic Planning, Negotiation, Financial Modeling
Education
Skidmore College 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General, Class of 2013
Millburn Senior High School 2005 — 2009
Universitat Pompeu Fabra (UPF)
Bachelor of Business Administration (B.B.A.), International Business
Grant Saul Grant Saul's Credit Suisse Experience June 2000 - July 2002
Job Principal, Business Development at Hamilton Lane
Industry Investment Management
Experience
Hamilton Lane July 2005 - Present
Comverge, Inc February 2003 - June 2005
Credit Suisse June 2000 - July 2002
Skills
Private Equity, Alternative Investments, Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Valuation, Venture Capital
Education
Southern Methodist University - Cox School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Hamilton Lane July 2005 - Present
Comverge, Inc February 2003 - June 2005
Credit Suisse June 2000 - July 2002
Skills
Private Equity, Alternative Investments, Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Valuation, Venture Capital
Education
Southern Methodist University - Cox School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Arjun Daga's Credit Suisse Experience June 2010 - August 2010
Job MBA Candidate (2016) at Fuqua School of Business
Industry Financial Services
Experience
Fuqua School of Business July 2014 - Present
Barclays July 2011 - July 2014
Credit Suisse June 2010 - August 2010
Philip Morris International April 2009 - August 2009
Skills
JavaScript, Software Design, Microsoft Office, Interest Rate..., Business Process..., Operational Risk..., Financial Analysis, Project Management, Integration, Analysis, Analytics
Education
Singapore Management University 2007 — 2011
Bachelor of Science (B.Sc.), Management Information Systems, General
Fuqua School of Business July 2014 - Present
Barclays July 2011 - July 2014
Credit Suisse June 2010 - August 2010
Philip Morris International April 2009 - August 2009
Skills
JavaScript, Software Design, Microsoft Office, Interest Rate..., Business Process..., Operational Risk..., Financial Analysis, Project Management, Integration, Analysis, Analytics
Education
Singapore Management University 2007 — 2011
Bachelor of Science (B.Sc.), Management Information Systems, General
Subbarao Vadrevu Subbarao Vadrevu's Credit Suisse Experience May 2012 - Present
Job AVP at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse May 2012 - Present
Credit Suisse April 2010 - May 2012
Wipro Technologies November 2004 - April 2010
Marshan Investments (Pty) Limited May 2003 - January 2004
Skills
Informatica, ETL, Data Warehousing, SDLC, Data Warehouse..., Data Modeling, Sybase, Software Project..., Business Intelligence, Business Analysis, Solution Architecture, Data Integration, Business Objects, Enterprise Architecture, PL/SQL
Education
Gandhi centenary school
Gandhi centenary school
Gandhi centenary school
Gandhi centenary school
Gandhi centenary school
Sikkim Manipal University of Health, Medical and Technological Sciences
MBA-IT, Information Technology
Credit Suisse May 2012 - Present
Credit Suisse April 2010 - May 2012
Wipro Technologies November 2004 - April 2010
Marshan Investments (Pty) Limited May 2003 - January 2004
Skills
Informatica, ETL, Data Warehousing, SDLC, Data Warehouse..., Data Modeling, Sybase, Software Project..., Business Intelligence, Business Analysis, Solution Architecture, Data Integration, Business Objects, Enterprise Architecture, PL/SQL
Education
Gandhi centenary school
Gandhi centenary school
Gandhi centenary school
Gandhi centenary school
Gandhi centenary school
Sikkim Manipal University of Health, Medical and Technological Sciences
MBA-IT, Information Technology
Aidan Gillespie's Credit Suisse Experience October 2008 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2008 - Present
Lehman Brothers May 2004 - September 2008
Goldman Sachs July 2000 - May 2004
Skills
Prime Brokerage, Series 7, Series 24, Series 63, Series 3, Series 4, Series 55, Registered Dealer...
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Bachelors, Finance
Midwood High School
Credit Suisse October 2008 - Present
Lehman Brothers May 2004 - September 2008
Goldman Sachs July 2000 - May 2004
Skills
Prime Brokerage, Series 7, Series 24, Series 63, Series 3, Series 4, Series 55, Registered Dealer...
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2000
Bachelors, Finance
Midwood High School
Brianna Barros Brianna Barros's Credit Suisse Experience May 2015 - Present
Job Intern at Bonta Imports LLC
Industry Business Supplies and Equipment
Experience
Credit Suisse May 2015 - Present
Saratoga Saddlery September 2012 - Present
Bonta Imports LLC January 2011 - Present
Zeeen, Inc. June 2012 - September 2012
Skills
Russian, Email Marketing, Social Media Marketing, Dance, Modern Dance, Classical Ballet, Business Meetings, Blogging, Fashion Blogging, Fashion Design, Social Networking, Social Media, Creative Writing, Facebook
Education
Skidmore College 2012 — 2016
Phillips Academy, Andover 2008 — 2012
Credit Suisse May 2015 - Present
Saratoga Saddlery September 2012 - Present
Bonta Imports LLC January 2011 - Present
Zeeen, Inc. June 2012 - September 2012
Skills
Russian, Email Marketing, Social Media Marketing, Dance, Modern Dance, Classical Ballet, Business Meetings, Blogging, Fashion Blogging, Fashion Design, Social Networking, Social Media, Creative Writing, Facebook
Education
Skidmore College 2012 — 2016
Phillips Academy, Andover 2008 — 2012
Kenneth Nostro Kenneth Nostro's Credit Suisse Experience 1999 - 2004
Job Vice President, Institutional Sales and Client Service, Westwood Holdings Group
Industry Financial Services
Experience
Westwood Holdings Group January 2008 - Present
Domini Social Investments 2004 - 2007
Credit Suisse 1999 - 2004
Warburg Pincus 1992 - 1999
Julius Baer August 1989 - February 1992
Education
Saint John's University 1990 — 1992
MBA, Finance
Siena College 1984 — 1988
Westwood Holdings Group January 2008 - Present
Domini Social Investments 2004 - 2007
Credit Suisse 1999 - 2004
Warburg Pincus 1992 - 1999
Julius Baer August 1989 - February 1992
Education
Saint John's University 1990 — 1992
MBA, Finance
Siena College 1984 — 1988
Eric Beckman Eric Beckman's Credit Suisse Experience August 2006 - January 2011
Job Programmer Contract or permanent UNIX/Shell/Oracle
Industry Information Technology and Services
Experience
Northrop Grumman Information Systems May 2012 - Present
Midcom November 2011 - May 2012
Credit Suisse August 2006 - January 2011
Glaxo SmithKline 2005 - 2006
GlaxoSmithKline 2002 - 2004
Nortel Networks 1980 - 2002
Skills
UNIX, Perl, Oracle, Javascript, Unix Shell Scripting, Solaris, PL/SQL, Shell Scripting, T-SQL, Requirements Analysis, SQL, IIS, Sybase, Scripting, Visual Basic, XML, .NET, Ksh
Education
Southern New Hampshire University 1981 — 1983
MBA, Business
Wayne State University 1968 — 1973
BA, Physics
Northrop Grumman Information Systems May 2012 - Present
Midcom November 2011 - May 2012
Credit Suisse August 2006 - January 2011
Glaxo SmithKline 2005 - 2006
GlaxoSmithKline 2002 - 2004
Nortel Networks 1980 - 2002
Skills
UNIX, Perl, Oracle, Javascript, Unix Shell Scripting, Solaris, PL/SQL, Shell Scripting, T-SQL, Requirements Analysis, SQL, IIS, Sybase, Scripting, Visual Basic, XML, .NET, Ksh
Education
Southern New Hampshire University 1981 — 1983
MBA, Business
Wayne State University 1968 — 1973
BA, Physics
John Zambujeiro John Zambujeiro's Credit Suisse Experience August 2015 - Present
Job HSBC
Industry Financial Services
Experience
Credit Suisse August 2015 - Present
HSBC September 2014 - August 2015
HSBC 2012 - September 2014
Credit Suisse 2010 - 2012
Hathersage Capital Management LLC 2008 - 2009
Barclays Capital 2004 - 2008
M. Safra & Co. 2003 - 2004
Skills
Fixed Income, FX Options, Capital Markets, Equities, Hedge Funds, Trading, Series 7, Asset Management, Risk Management, Credit, Settlement, Finance, Financial Risk, Options, Prime Brokerage, Back Office, Bonds, Derivatives, Bloomberg, Securities
Education
Dowling College 2008 — 2010
MBA, Corporate Finance
Springfield College 1999 — 2003
BA, Finance, Economics
Credit Suisse August 2015 - Present
HSBC September 2014 - August 2015
HSBC 2012 - September 2014
Credit Suisse 2010 - 2012
Hathersage Capital Management LLC 2008 - 2009
Barclays Capital 2004 - 2008
M. Safra & Co. 2003 - 2004
Skills
Fixed Income, FX Options, Capital Markets, Equities, Hedge Funds, Trading, Series 7, Asset Management, Risk Management, Credit, Settlement, Finance, Financial Risk, Options, Prime Brokerage, Back Office, Bonds, Derivatives, Bloomberg, Securities
Education
Dowling College 2008 — 2010
MBA, Corporate Finance
Springfield College 1999 — 2003
BA, Finance, Economics
Dan Rakovan Dan Rakovan's Credit Suisse Experience June 2011 - October 2013
Job Manager Strategic Planning at Red Leaf Resources
Industry Oil & Energy
Experience
Red Leaf Resources November 2013 - Present
Credit Suisse June 2011 - October 2013
WillMark Associates LLC January 2007 - June 2011
The Danmark Group, Inc January 1998 - June 2011
Carolina Power & Light Company January 1996 - May 1998
Atlantic Richfield Company January 1978 - December 1995
Skills
Mergers, Financial Analysis, Management Consulting, Entrepreneurship, Competitive Analysis, Financial Modeling, Private Equity, Corporate Finance, Valuation, Investment Banking, Business Strategy, Investments, Mergers & Acquisitions, Consulting, Management, Leadership, Recruiting, Business Development, Strategic Planning, Strategy
Education
Southern Methodist University - Cox School of Business 1983 — 1986
MBA, Finance
University of Oklahoma 1973 — 1978
BS, Chemical Engineering
Red Leaf Resources November 2013 - Present
Credit Suisse June 2011 - October 2013
WillMark Associates LLC January 2007 - June 2011
The Danmark Group, Inc January 1998 - June 2011
Carolina Power & Light Company January 1996 - May 1998
Atlantic Richfield Company January 1978 - December 1995
Skills
Mergers, Financial Analysis, Management Consulting, Entrepreneurship, Competitive Analysis, Financial Modeling, Private Equity, Corporate Finance, Valuation, Investment Banking, Business Strategy, Investments, Mergers & Acquisitions, Consulting, Management, Leadership, Recruiting, Business Development, Strategic Planning, Strategy
Education
Southern Methodist University - Cox School of Business 1983 — 1986
MBA, Finance
University of Oklahoma 1973 — 1978
BS, Chemical Engineering
Christopher Boissonnault Christopher Boissonnault's Credit Suisse Experience August 2014 - Present
Job Assistant Vice President of Product and Control at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2014 - Present
Centrix Bank November 2013 - July 2014
Fidelity Investments September 2013 - November 2013
Fidelity Investments June 2013 - September 2013
Fidelity Investments June 2012 - June 2013
Fidelity Investments June 2011 - June 2012
Fidelity Investments December 2010 - June 2011
TD October 2010 - November 2010
Fidelity Investments June 2010 - October 2010
TD 2010 - 2010
Skills
Reporting & Analysis, Business Analysis, Data Analysis, Financial Analysis, Securities Regulation, Databases, Equities, Fixed Income, Foreign Exchange, Six Sigma, Lean Thinking, Agile Methodologies, Microsoft Office, Microsoft Excel, SQL, Microsoft Word, PowerPoint, Access, Projects, Research, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Commercial Banking, Collateral Management, Compliance, Financial Reporting, Fund Accounting, Mutual Funds, Ad Hoc Reporting, Lean Operations, Yellow Belt, Regulatory Analysis
Education
Southern New Hampshire University 2012 — 2014
Master of Science (MS), Organizational Leadership
Southern New Hampshire University 2006 — 2010
Bachelor of Science (BS), Economics/Finance
Credit Suisse August 2014 - Present
Centrix Bank November 2013 - July 2014
Fidelity Investments September 2013 - November 2013
Fidelity Investments June 2013 - September 2013
Fidelity Investments June 2012 - June 2013
Fidelity Investments June 2011 - June 2012
Fidelity Investments December 2010 - June 2011
TD October 2010 - November 2010
Fidelity Investments June 2010 - October 2010
TD 2010 - 2010
Skills
Reporting & Analysis, Business Analysis, Data Analysis, Financial Analysis, Securities Regulation, Databases, Equities, Fixed Income, Foreign Exchange, Six Sigma, Lean Thinking, Agile Methodologies, Microsoft Office, Microsoft Excel, SQL, Microsoft Word, PowerPoint, Access, Projects, Research, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Commercial Banking, Collateral Management, Compliance, Financial Reporting, Fund Accounting, Mutual Funds, Ad Hoc Reporting, Lean Operations, Yellow Belt, Regulatory Analysis
Education
Southern New Hampshire University 2012 — 2014
Master of Science (MS), Organizational Leadership
Southern New Hampshire University 2006 — 2010
Bachelor of Science (BS), Economics/Finance
Jason Gao Jason Gao's Credit Suisse Experience June 2011 - 2012
Job Complex Security Analyst
Industry Banking
Experience
EY August 2014 - Present
GE 2012 - 2013
Credit Suisse June 2011 - 2012
Bank of China April 2010 - August 2010
Skills
VBA, Microsoft Excel, Bloomberg, Reuters 3000 Xtra, Datadesk, Matlab, C/C++, AS400 system, Oracle HFM, Collateral Management, Corporate Finance, Six Sigma, Green Belt, Project Management, Investment Banking, Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science in Finance, Finance
Singapore Management University 2007 — 2011
Bachelor of Business Management, Quantitative Finance and Finance
EY August 2014 - Present
GE 2012 - 2013
Credit Suisse June 2011 - 2012
Bank of China April 2010 - August 2010
Skills
VBA, Microsoft Excel, Bloomberg, Reuters 3000 Xtra, Datadesk, Matlab, C/C++, AS400 system, Oracle HFM, Collateral Management, Corporate Finance, Six Sigma, Green Belt, Project Management, Investment Banking, Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science in Finance, Finance
Singapore Management University 2007 — 2011
Bachelor of Business Management, Quantitative Finance and Finance
Woodson C. Whitehead, CPA Woodson C. Whitehead, CPA's Credit Suisse Experience August 2010 - March 2013
Job Senior Investment Advisor at Green Square Capital
Industry Financial Services
Experience
Green Square Capital, LLC May 2013 - Present
Credit Suisse August 2010 - March 2013
Pittco Management LLC July 2008 - August 2008
Deloitte August 2005 - June 2008
Skills
CPA, Financial Modeling, M&A due diligence, Accounting, Debt Structuring, Equity Valuation, Credit Analysis, LBO, Debt, Due Diligence, Financial Analysis, Investment Banking, Valuation
Education
University of Virginia 2008 — 2010
Masters of Business Administration, Business
Southern Methodist University 2004 — 2005
Masters of Science Accounting, Accounting
Southern Methodist University 2000 — 2004
Bachelor of Business Administration, Accounting
Southern Methodist University 2000 — 2004
Bachelor of Arts, Economics
McCallie School 1996 — 2000
High School Diploma
Green Square Capital, LLC May 2013 - Present
Credit Suisse August 2010 - March 2013
Pittco Management LLC July 2008 - August 2008
Deloitte August 2005 - June 2008
Skills
CPA, Financial Modeling, M&A due diligence, Accounting, Debt Structuring, Equity Valuation, Credit Analysis, LBO, Debt, Due Diligence, Financial Analysis, Investment Banking, Valuation
Education
University of Virginia 2008 — 2010
Masters of Business Administration, Business
Southern Methodist University 2004 — 2005
Masters of Science Accounting, Accounting
Southern Methodist University 2000 — 2004
Bachelor of Business Administration, Accounting
Southern Methodist University 2000 — 2004
Bachelor of Arts, Economics
McCallie School 1996 — 2000
High School Diploma
John Oakes's Credit Suisse Experience July 2013 - July 2015
Job Associate at Trinity Hunt Partners
Industry Venture Capital & Private Equity
Experience
Trinity Hunt Partners July 2015 - Present
Credit Suisse July 2013 - July 2015
Southern Methodist University May 2012 - May 2013
Credit Suisse June 2012 - August 2012
Goldman Sachs May 2011 - December 2011
Chapwood Capital Investment Management May 2010 - December 2010
Skills
Bloomberg, Microsoft Excel, Access, PowerPoint, Financial Analysis, Microsoft Word, Capital IQ, Private Equity, Data Analysis, Bloomberg Terminal, Teamwork, Portfolio Management, Microsoft Office, Statistics, Investment Banking
Education
Southern Methodist University 2009 — 2013
BBA, Finance
Trinity Hunt Partners July 2015 - Present
Credit Suisse July 2013 - July 2015
Southern Methodist University May 2012 - May 2013
Credit Suisse June 2012 - August 2012
Goldman Sachs May 2011 - December 2011
Chapwood Capital Investment Management May 2010 - December 2010
Skills
Bloomberg, Microsoft Excel, Access, PowerPoint, Financial Analysis, Microsoft Word, Capital IQ, Private Equity, Data Analysis, Bloomberg Terminal, Teamwork, Portfolio Management, Microsoft Office, Statistics, Investment Banking
Education
Southern Methodist University 2009 — 2013
BBA, Finance
Devanand Nallapothula's Credit Suisse Experience June 2005 - June 2011
Job BI & Data Warehousing Architect
Industry Financial Services
Experience
Bloomberg LP June 2012 - Present
Morgan Stanley June 2011 - June 2012
Credit-Suisse June 2005 - June 2011
Prudential Financial 2000 - 2003
Satyam 1997 - 2000
Skills
SSIS, SSRS, ETL, Data Warehousing, Sybase, Microsoft SQL Server, Software Project..., Autosys
Education
Sri Venkateswara University 1992 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Bloomberg LP June 2012 - Present
Morgan Stanley June 2011 - June 2012
Credit-Suisse June 2005 - June 2011
Prudential Financial 2000 - 2003
Satyam 1997 - 2000
Skills
SSIS, SSRS, ETL, Data Warehousing, Sybase, Microsoft SQL Server, Software Project..., Autosys
Education
Sri Venkateswara University 1992 — 1996
Bachelor's degree, Electrical and Electronics Engineering
Matt Abrusci's Credit Suisse Experience June 2004 - Present
Job Director & Counsel at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2004 - Present
Merrill Lynch 1985 - 2004
Skills
Capital Markets, Corporate Governance, Securities, FINRA, Contract Negotiation, Securities Law, Leveraged Finance, Equities, Corporate Law, E-commerce, Investment Banking, Debt, Securities Regulation, Private Equity, Due Diligence, Securitization, AML, Mergers & Acquisitions, Financial Regulation, Alternative Investments, IPO, Structured Products, Hedge Funds, M&A experience, Cross-border..., Venture Capital, Prime Brokerage, Corporate Finance, Asset Management, Derivatives, Structured Finance, Private Placements, Joint Ventures, Financial Services, ISDA, Dodd-Frank, Fixed Income, Financial Structuring
Education
St. John's University School of Law 1990 — 1994
Saint John's University 1985 — 1989
BA, History
Credit Suisse June 2004 - Present
Merrill Lynch 1985 - 2004
Skills
Capital Markets, Corporate Governance, Securities, FINRA, Contract Negotiation, Securities Law, Leveraged Finance, Equities, Corporate Law, E-commerce, Investment Banking, Debt, Securities Regulation, Private Equity, Due Diligence, Securitization, AML, Mergers & Acquisitions, Financial Regulation, Alternative Investments, IPO, Structured Products, Hedge Funds, M&A experience, Cross-border..., Venture Capital, Prime Brokerage, Corporate Finance, Asset Management, Derivatives, Structured Finance, Private Placements, Joint Ventures, Financial Services, ISDA, Dodd-Frank, Fixed Income, Financial Structuring
Education
St. John's University School of Law 1990 — 1994
Saint John's University 1985 — 1989
BA, History
Joseph Lamicela's Credit Suisse Experience November 2011 - November 2012
Job Director at Barclays
Industry Financial Services
Experience
Barclays November 2012 - Present
Credit Suisse November 2011 - November 2012
Morgan Stanley Smith Barney June 2009 - November 2011
Citi February 2003 - June 2009
Alfa Capital Markets December 2001 - January 2003
Prudential Securities June 1999 - December 2001
CIBC OPPENHEIMER April 1997 - May 1999
Skills
AML, Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, FINRA, FX Options, Financial Advisory, Financial Risk, Fixed Income, Financial Services, Hedge Funds, Investment Advisory, Investment Banking, Investments, KYC, Operational Risk, Mutual Funds, Operational Risk..., Options, Options Strategies, Private Equity, Risk Management, Securities, Securities Regulation, Series 63, Series 65, Series 7, Structured Products, Wealth Management
Education
St. Francis College 1996 — 1999
Saint John's University 1994 — 1997
Xaverian High School 1990 — 1994
Barclays November 2012 - Present
Credit Suisse November 2011 - November 2012
Morgan Stanley Smith Barney June 2009 - November 2011
Citi February 2003 - June 2009
Alfa Capital Markets December 2001 - January 2003
Prudential Securities June 1999 - December 2001
CIBC OPPENHEIMER April 1997 - May 1999
Skills
AML, Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, FINRA, FX Options, Financial Advisory, Financial Risk, Fixed Income, Financial Services, Hedge Funds, Investment Advisory, Investment Banking, Investments, KYC, Operational Risk, Mutual Funds, Operational Risk..., Options, Options Strategies, Private Equity, Risk Management, Securities, Securities Regulation, Series 63, Series 65, Series 7, Structured Products, Wealth Management
Education
St. Francis College 1996 — 1999
Saint John's University 1994 — 1997
Xaverian High School 1990 — 1994
Dominick Marrella's Credit Suisse Experience Records ManagerCredit Suisse First Boston1988 - Present
Job VP at Credit Suisse
Industry Banking
Experience
Credit Suisse Records ManagerCredit Suisse First Boston1988 - Present
DLJ 1988 - 2000
Education
St. Francis College
Credit Suisse Records ManagerCredit Suisse First Boston1988 - Present
DLJ 1988 - 2000
Education
St. Francis College
Jason Dudley's Credit Suisse Experience September 2005 - March 2007
Job Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young January 2012 - Present
Goldman Sachs March 2007 - December 2011
Credit Suisse September 2005 - March 2007
JPMorgan Chase February 2004 - September 2005
Skills
Dodd-Frank, Project Management, Business Analysis, User Acceptance Testing, Strategic Planning, Product Development, Risk Management, Risk Mitigation, Derivatives, Credit Derivatives, Commercial Mortgages, Residential Mortgages, Regulatory Submissions, People Management, Relationship Development, Talent Development, Living Wills, Recovery and Resolution..., Financial Services, Trading, Collateral Management, Operational Risk, Operational Risk..., Financial Regulation, Series 7, Business Process..., Middle Office, Prime Brokerage, Settlement, Banking, Hedge Funds, Capital Markets
Education
Skidmore College 1999 — 2003
Bachelors, Management and Business
Ernst & Young January 2012 - Present
Goldman Sachs March 2007 - December 2011
Credit Suisse September 2005 - March 2007
JPMorgan Chase February 2004 - September 2005
Skills
Dodd-Frank, Project Management, Business Analysis, User Acceptance Testing, Strategic Planning, Product Development, Risk Management, Risk Mitigation, Derivatives, Credit Derivatives, Commercial Mortgages, Residential Mortgages, Regulatory Submissions, People Management, Relationship Development, Talent Development, Living Wills, Recovery and Resolution..., Financial Services, Trading, Collateral Management, Operational Risk, Operational Risk..., Financial Regulation, Series 7, Business Process..., Middle Office, Prime Brokerage, Settlement, Banking, Hedge Funds, Capital Markets
Education
Skidmore College 1999 — 2003
Bachelors, Management and Business
Jessica Keegan's Credit Suisse Experience 2006 - 2008
Job Investor Relations at Avalon Advisors
Industry Investment Management
Experience
Avalon Advisors, LLC September 2012 - Present
Craig James for US Senate January 2012 - June 2012
Revere Capital Advisors January 2010 - January 2012
Reznick Capital Markets 2008 - 2009
Credit Suisse 2006 - 2008
Skills
Due Diligence, Financial Analysis, Asset Management, Mergers & Acquisitions, Investments, Hedge Funds, Asset Managment, Fixed Income, Structured Finance, Equities
Education
Southern Methodist University 2002 — 2006
Business
Southern Methodist University - Cox School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Marketing
University of Oxford 2005 — 2005
UK Business Law & Julius Caesar and Roman Britain History
Avalon Advisors, LLC September 2012 - Present
Craig James for US Senate January 2012 - June 2012
Revere Capital Advisors January 2010 - January 2012
Reznick Capital Markets 2008 - 2009
Credit Suisse 2006 - 2008
Skills
Due Diligence, Financial Analysis, Asset Management, Mergers & Acquisitions, Investments, Hedge Funds, Asset Managment, Fixed Income, Structured Finance, Equities
Education
Southern Methodist University 2002 — 2006
Business
Southern Methodist University - Cox School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Marketing
University of Oxford 2005 — 2005
UK Business Law & Julius Caesar and Roman Britain History
Phoebe Cheng's Credit Suisse Experience June 2002 - August 2002
Job Investment
Industry Investment Management
Experience
One William Street Capital 2008 - Present
Deutsche Bank 2003 - 2007
Credit Suisse June 2002 - August 2002
Deutsche Bank Securities Inc. August 1998 - July 2001
Skills
Fixed Income, MBS, CMBS, Derivatives, Hedge Funds, ABS, Structured Finance, Capital Markets, Alternative Investments, Investment Banking, Valuation, Financial Structuring, Financial Modeling, Structured Products, Accounting, Bloomberg, Connecting People, People Skills
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Southwestern University of Finance and Economics
Bachelor's degree, International Economics
University of Delaware
MS, Accounting
One William Street Capital 2008 - Present
Deutsche Bank 2003 - 2007
Credit Suisse June 2002 - August 2002
Deutsche Bank Securities Inc. August 1998 - July 2001
Skills
Fixed Income, MBS, CMBS, Derivatives, Hedge Funds, ABS, Structured Finance, Capital Markets, Alternative Investments, Investment Banking, Valuation, Financial Structuring, Financial Modeling, Structured Products, Accounting, Bloomberg, Connecting People, People Skills
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Southwestern University of Finance and Economics
Bachelor's degree, International Economics
University of Delaware
MS, Accounting
Mike Wotanowski's Credit Suisse Experience 1998 - Present
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse 1998 - Present
Credit Suisse 1998 - Present
Education
St. Francis University 1992 — 1996
BS, Econ
Seton Hall Prep
Credit Suisse 1998 - Present
Credit Suisse 1998 - Present
Education
St. Francis University 1992 — 1996
BS, Econ
Seton Hall Prep
Rose Osorio's Credit Suisse Experience 2007 - 2008
Job Experienced Legal and Compliance Professional
Industry Legal Services
Experience
Regent Street Capital April 2011 - August 2013
PineBridge Investments 2009 - 2010
Credit Suisse 2007 - 2008
Endurance 2005 - 2007
Golden Retirement Resources 2001 - 2004
Salomon Smith Barney 1999 - 2001
Union Bank of Switzerland 1997 - 1998
AXA Equitable 1995 - 1997
Bertelsmann, Inc. 1991 - 1995
AXA Equitable 1989 - 1991
Education
Smith College 1983 — 1987
BA, English Literature
Alternative Healing Modalities
Regent Street Capital April 2011 - August 2013
PineBridge Investments 2009 - 2010
Credit Suisse 2007 - 2008
Endurance 2005 - 2007
Golden Retirement Resources 2001 - 2004
Salomon Smith Barney 1999 - 2001
Union Bank of Switzerland 1997 - 1998
AXA Equitable 1995 - 1997
Bertelsmann, Inc. 1991 - 1995
AXA Equitable 1989 - 1991
Education
Smith College 1983 — 1987
BA, English Literature
Alternative Healing Modalities
Autumn Macri, MBA, PMP's Credit Suisse Experience June 2010 - December 2012
Job PMO Lead at Barclays
Industry Financial Services
Experience
Barclays December 2012 - Present
Credit Suisse June 2010 - December 2012
Earth Day New York 2009 - 2011
McGraw-Hill 2009 - 2010
Credit Suisse 2008 - 2009
Xplusone 2007 - 2008
GE Capital 2007 - 2007
Citi Group 2004 - 2007
Bridgewater Associates 2003 - 2004
Casey, Quirk & Associates 2002 - 2003
Skills
Program Management, Project Management, Project Planning, Governance, Vendor Management, Business Analysis, Project Portfolio..., PMO, Management, Risk Management, Process Improvement, Analysis, MS Project, IT Management, SDLC, Access, Data Analysis, Team Leadership, IT Strategy, Business Process..., Leadership, Strategy, Business Process, Project Delivery
Education
Southern Connecticut State University 2004 — 2006
MBA, Master's
Southern Connecticut State University 1997 — 2002
BS, Corporate Communications
Project Management Institute
PMP® Certification
Barclays December 2012 - Present
Credit Suisse June 2010 - December 2012
Earth Day New York 2009 - 2011
McGraw-Hill 2009 - 2010
Credit Suisse 2008 - 2009
Xplusone 2007 - 2008
GE Capital 2007 - 2007
Citi Group 2004 - 2007
Bridgewater Associates 2003 - 2004
Casey, Quirk & Associates 2002 - 2003
Skills
Program Management, Project Management, Project Planning, Governance, Vendor Management, Business Analysis, Project Portfolio..., PMO, Management, Risk Management, Process Improvement, Analysis, MS Project, IT Management, SDLC, Access, Data Analysis, Team Leadership, IT Strategy, Business Process..., Leadership, Strategy, Business Process, Project Delivery
Education
Southern Connecticut State University 2004 — 2006
MBA, Master's
Southern Connecticut State University 1997 — 2002
BS, Corporate Communications
Project Management Institute
PMP® Certification
Robert Boylan's Credit Suisse Experience March 2005 - March 2010
Job Equities Division at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2010 - Present
Credit Suisse March 2005 - March 2010
Bloomberg June 1992 - February 2005
Education
Southern Methodist University 1988 — 1991
Pine Crest Prep
Goldman Sachs March 2010 - Present
Credit Suisse March 2005 - March 2010
Bloomberg June 1992 - February 2005
Education
Southern Methodist University 1988 — 1991
Pine Crest Prep
Broderick Frey's Credit Suisse Experience June 2006 - November 2007
Job Business Analyst
Industry Financial Services
Experience
PineBridge Investments November 2010 - Present
Standard & Poor's March 2010 - November 2010
International Fund Services November 2007 - February 2009
Credit Suisse June 2006 - November 2007
Accenture September 2000 - December 2005
NCQA 1994 - 1998
Education
Skidmore College 1988 — 1992
BA
PineBridge Investments November 2010 - Present
Standard & Poor's March 2010 - November 2010
International Fund Services November 2007 - February 2009
Credit Suisse June 2006 - November 2007
Accenture September 2000 - December 2005
NCQA 1994 - 1998
Education
Skidmore College 1988 — 1992
BA
Pat Delay's Credit Suisse Experience April 2009 - March 2013
Job The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group March 2013 - Present
Credit Suisse April 2009 - March 2013
LeverPoint Management, LLC August 2007 - March 2009
The Ayco Company, L.P. 2005 - 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Siena College
The London School of Economics and Political Science (LSE)
The Carlyle Group March 2013 - Present
Credit Suisse April 2009 - March 2013
LeverPoint Management, LLC August 2007 - March 2009
The Ayco Company, L.P. 2005 - 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Siena College
The London School of Economics and Political Science (LSE)
Courtney Molnar's Credit Suisse Experience June 2013 - Present
Job Private Banking Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2013 - Present
Merrill Lynch June 2009 - February 2011
UBS 2004 - June 2009
Citigroup 2004 - 2006
UBS 2001 - 2004
Education
Southern Methodist University
Credit Suisse June 2013 - Present
Merrill Lynch June 2009 - February 2011
UBS 2004 - June 2009
Citigroup 2004 - 2006
UBS 2001 - 2004
Education
Southern Methodist University
Manohar Mohanan's Credit Suisse Experience September 2005 - October 2006
Job Project Lead @ Olympus America
Industry Information Technology and Services
Experience
Olympus January 2011 - Present
UPS April 2007 - January 2011
Moodys Corporation October 2006 - April 2007
Credit Suisse September 2005 - October 2006
UPS January 2005 - September 2005
Skills
C#, Microsoft SQL Server, .NET, WPF, WCF, ASP.NET, Oracle, PL/SQL, Lattix, Project Management, QlikView, Oracle BI, JavaScript, HL7, DICOM, VB.NET, VSS, T-SQL, Agile Methodologies, Software Development, XML, BI Publisher
Education
Sri Venkateswara University 1995 — 1999
B.S, Computer Science & Engineering
Olympus January 2011 - Present
UPS April 2007 - January 2011
Moodys Corporation October 2006 - April 2007
Credit Suisse September 2005 - October 2006
UPS January 2005 - September 2005
Skills
C#, Microsoft SQL Server, .NET, WPF, WCF, ASP.NET, Oracle, PL/SQL, Lattix, Project Management, QlikView, Oracle BI, JavaScript, HL7, DICOM, VB.NET, VSS, T-SQL, Agile Methodologies, Software Development, XML, BI Publisher
Education
Sri Venkateswara University 1995 — 1999
B.S, Computer Science & Engineering
Andi Sina's Credit Suisse Experience March 2009 - Present
Job AVP at Credit Suisse
Industry Management Consulting
Experience
Credit Suisse March 2009 - Present
Santander Bank, N.A. 2006 - 2009
Skills
Derivatives, Capital Markets, Fixed Income, Bloomberg, Equities, Hedge Funds, Equity Derivatives, Sybase, Portfolio Management, Banking, Corporate Finance, Financial Analysis, Private Banking, Business Analysis, Electronic Trading, Financial Services, Financial Risk, Securities, Risk Management, Asset Management, Microsoft Office, Microsoft Word, Military Experience
Education
Xavier University 2015 — 2017
Master of Business Administration (M.B.A.), Business Intelligence
St. Francis College 2005 — 2008
Credit Suisse March 2009 - Present
Santander Bank, N.A. 2006 - 2009
Skills
Derivatives, Capital Markets, Fixed Income, Bloomberg, Equities, Hedge Funds, Equity Derivatives, Sybase, Portfolio Management, Banking, Corporate Finance, Financial Analysis, Private Banking, Business Analysis, Electronic Trading, Financial Services, Financial Risk, Securities, Risk Management, Asset Management, Microsoft Office, Microsoft Word, Military Experience
Education
Xavier University 2015 — 2017
Master of Business Administration (M.B.A.), Business Intelligence
St. Francis College 2005 — 2008
Tim Sherry's Credit Suisse Experience May 2014 - Present
Job Proactive Support Analyst at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse May 2014 - Present
GM Financial/AmeriCredit June 2009 - May 2014
Reynolds & Reynolds March 1998 - May 2009
American General Finance November 1994 - March 1998
Skills
Management, Underwriting, Credit, Leadership, Commercial Lending, Credit Analysis, Loans, Banking, Consumer Lending, Mortgage Lending, Sales, Relationship Management, Team Building, Customer Service, Customer Retention, Coaching, Time Management, Funding, Finance, Credit Risk
Education
Sinclair College
AA, Communications
Sinclair Community College
Credit Suisse May 2014 - Present
GM Financial/AmeriCredit June 2009 - May 2014
Reynolds & Reynolds March 1998 - May 2009
American General Finance November 1994 - March 1998
Skills
Management, Underwriting, Credit, Leadership, Commercial Lending, Credit Analysis, Loans, Banking, Consumer Lending, Mortgage Lending, Sales, Relationship Management, Team Building, Customer Service, Customer Retention, Coaching, Time Management, Funding, Finance, Credit Risk
Education
Sinclair College
AA, Communications
Sinclair Community College
alex christie's Credit Suisse Experience January 2014 - Present
Job Relationship Manager at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
Citi January 2013 - December 2013
Pershing October 2008 - December 2012
Pershing, a BNY Mellon company September 2007 - October 2008
AXA Equitable 2000 - 2007
BNY Mellon January 1998 - February 2000
Skills
FINRA, Series 7, Series 63, Series 65, Investments, Financial Planning, Bloomberg, Foreign Languages, FINRA Series 6, Excel, Word, PowerPoint, Six Sigma, Green Belt, Research Project..., Qualified Retirement..., Cash Management, Operational Excellence, Financial Services, Project Management, Process Improvement, Analysis, Customer Service, Securities, Fixed Income, Trading, Strategic Financial..., Equities, Options, Alternative Investments, Wealth Management, Microsoft Excel, Microsoft Word, Fixed Annuities, Asset Allocation, Series 6, Investment Advisory, Series 24, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, AML, Prime Brokerage, Relationship Management, Capital Markets, Financial Markets, Investment Banking, Finance, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
John Cabot University 1996 — 1996
Credit Suisse January 2014 - Present
Citi January 2013 - December 2013
Pershing October 2008 - December 2012
Pershing, a BNY Mellon company September 2007 - October 2008
AXA Equitable 2000 - 2007
BNY Mellon January 1998 - February 2000
Skills
FINRA, Series 7, Series 63, Series 65, Investments, Financial Planning, Bloomberg, Foreign Languages, FINRA Series 6, Excel, Word, PowerPoint, Six Sigma, Green Belt, Research Project..., Qualified Retirement..., Cash Management, Operational Excellence, Financial Services, Project Management, Process Improvement, Analysis, Customer Service, Securities, Fixed Income, Trading, Strategic Financial..., Equities, Options, Alternative Investments, Wealth Management, Microsoft Excel, Microsoft Word, Fixed Annuities, Asset Allocation, Series 6, Investment Advisory, Series 24, Mutual Funds, Portfolio Management, Hedge Funds, Asset Management, AML, Prime Brokerage, Relationship Management, Capital Markets, Financial Markets, Investment Banking, Finance, Risk Management
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
John Cabot University 1996 — 1996
Ashley L Backus's Credit Suisse Experience September 2011 - January 2013
Job Account Executive at Logix Communications
Industry Telecommunications
Experience
Logix Communications March 2014 - Present
Credit Suisse September 2011 - January 2013
Brookline Avenue Partners, LP September 2009 - December 2011
Progress Equity Partners, Ltd. December 2007 - March 2009
Skills
French, Spanish, Strategy, Teamwork, Outlook, Marketing, Strategic Planning, Event Planning, Business Strategy, Financial Analysis, Marketing Strategy, New Business Development
Education
Southern Methodist University - Cox School of Business 2003 — 2007
Westlake High School
Logix Communications March 2014 - Present
Credit Suisse September 2011 - January 2013
Brookline Avenue Partners, LP September 2009 - December 2011
Progress Equity Partners, Ltd. December 2007 - March 2009
Skills
French, Spanish, Strategy, Teamwork, Outlook, Marketing, Strategic Planning, Event Planning, Business Strategy, Financial Analysis, Marketing Strategy, New Business Development
Education
Southern Methodist University - Cox School of Business 2003 — 2007
Westlake High School
David Gay, CPA's Credit Suisse Experience 2012 - Present
Job Assistant Vice President, Credit Suisse
Industry Accounting
Experience
Credit Suisse 2012 - Present
The Bonadio Group 2010 - 2012
William Fuller, CPA, PC. 2003 - 2009
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Finance, Tax, Budgets, Program Management, Accounting, Financial Reporting, US GAAP, Financial Analysis, Leadership
Education
Saint John Fisher College
Bachelor of Science (BS), Accounting
Credit Suisse 2012 - Present
The Bonadio Group 2010 - 2012
William Fuller, CPA, PC. 2003 - 2009
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, Finance, Tax, Budgets, Program Management, Accounting, Financial Reporting, US GAAP, Financial Analysis, Leadership
Education
Saint John Fisher College
Bachelor of Science (BS), Accounting
Cathy Pena's Credit Suisse Experience June 1995 - August 1996
Job Portfolio Manager at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 1996 - Present
Credit Suisse June 1995 - August 1996
Skills
LDI, Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management
Education
Southern Methodist University 1993 — 1995
MA, Economics
Xavier University 1988 — 1993
BSBA, Economics
Fidelity Investments August 1996 - Present
Credit Suisse June 1995 - August 1996
Skills
LDI, Investments, Asset Management, Equities, Asset Allocation, Mutual Funds, Asset Managment, Portfolio Management
Education
Southern Methodist University 1993 — 1995
MA, Economics
Xavier University 1988 — 1993
BSBA, Economics
Ali Ismail's Credit Suisse Experience April 2009 - May 2013
Job Private Wealth Management at UBS
Industry Financial Services
Experience
UBS May 2013 - Present
Credit Suisse April 2009 - May 2013
UBS June 2007 - April 2009
Bank of America February 2004 - June 2007
Education
Southern Methodist University 2004 — 2007
BBA, Finance; Economics minor
Coppell High School
UBS May 2013 - Present
Credit Suisse April 2009 - May 2013
UBS June 2007 - April 2009
Bank of America February 2004 - June 2007
Education
Southern Methodist University 2004 — 2007
BBA, Finance; Economics minor
Coppell High School
Marisa Lum's Credit Suisse Experience April 2011 - Present
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Credit Suisse April 2011 - Present
JP Morgan Private Bank January 2009 - April 2011
Citi 2005 - 2008
Deutsche Bank Securities 2004 - 2005
Shoreline Utility Fund 2001 - 2004
Skills
Wealth Management, Fixed Income, Research, Investment Banking, Equities, Capital Markets, Hedge Funds, Derivatives
Education
Smith College 1997 — 2001
BA, Economics, Chinese Language & Literature
Bronx High School of Science 1993 — 1997
JPMorgan Chase April 2014 - Present
Credit Suisse April 2011 - Present
JP Morgan Private Bank January 2009 - April 2011
Citi 2005 - 2008
Deutsche Bank Securities 2004 - 2005
Shoreline Utility Fund 2001 - 2004
Skills
Wealth Management, Fixed Income, Research, Investment Banking, Equities, Capital Markets, Hedge Funds, Derivatives
Education
Smith College 1997 — 2001
BA, Economics, Chinese Language & Literature
Bronx High School of Science 1993 — 1997
John Pruess's Credit Suisse Experience September 2008 - Present
Job AVP at Credit Suisse
Industry Investment Management
Experience
Credit Suisse September 2008 - Present
Lehman Brothers April 2001 - September 2008
Hambrecht & Quist September 1998 - March 2001
Skills
Fixed Income, Equities, Portfolio Management, Bloomberg, Investments
Education
Sonoma State University
Credit Suisse September 2008 - Present
Lehman Brothers April 2001 - September 2008
Hambrecht & Quist September 1998 - March 2001
Skills
Fixed Income, Equities, Portfolio Management, Bloomberg, Investments
Education
Sonoma State University
Christina Chao's Credit Suisse Experience 2003 - 2009
Job Senior Vice President at Clearwater Capital Partners
Industry Venture Capital & Private Equity
Experience
Clearwater Capital Partners 2009 - Present
Credit Suisse 2003 - 2009
JP Morgan 1999 - 2002
Skills
Private Equity
Education
Smith College
BA, Economics
Clearwater Capital Partners 2009 - Present
Credit Suisse 2003 - 2009
JP Morgan 1999 - 2002
Skills
Private Equity
Education
Smith College
BA, Economics
Judite Vamvakides's Credit Suisse Experience July 2007 - April 2010
Job Director of Annual and Leadership Giving/ School of Business Development Officer
Industry Higher Education
Experience
Southern Connecticut State University January 2015 - Present
Sacred Heart University July 2010 - January 2015
Credit Suisse July 2007 - April 2010
Southern Connecticut State University July 2004 - July 2007
Southern Connecticut State University July 2000 - July 2004
Southern Connecticut State University July 1998 - July 2000
Skills
Fundraising, Non-profits, Higher Education, Volunteer Management, Program Development, Direct Marketing, Alumni Relations, Annual Giving, Event Planning, Philanthropy, Grant Writing, Nonprofits, Stewardship, Community Outreach, Public Speaking, Grants, Student Affairs, Event Management, Student Development, Leadership, Staff Development
Education
Southern Connecticut State University 1994 — 1998
BA, Psychology
Southern Connecticut State University January 2015 - Present
Sacred Heart University July 2010 - January 2015
Credit Suisse July 2007 - April 2010
Southern Connecticut State University July 2004 - July 2007
Southern Connecticut State University July 2000 - July 2004
Southern Connecticut State University July 1998 - July 2000
Skills
Fundraising, Non-profits, Higher Education, Volunteer Management, Program Development, Direct Marketing, Alumni Relations, Annual Giving, Event Planning, Philanthropy, Grant Writing, Nonprofits, Stewardship, Community Outreach, Public Speaking, Grants, Student Affairs, Event Management, Student Development, Leadership, Staff Development
Education
Southern Connecticut State University 1994 — 1998
BA, Psychology
Pamela McCormack's Credit Suisse Experience August 1999 - September 2003
Job CoFounder/Chief Strategy Officer, General Counsel and CoHead of Securitization
Industry Commercial Real Estate
Experience
Ladder Capital Finance LLC March 2007 - Present
UBS October 2003 - August 2007
Credit Suisse August 1999 - September 2003
Stroock & Stroock & Lavan LLP September 1997 - July 1999
Thelen Reid Brown Raysman & Steiner LLP September 1996 - September 1997
Skills
Due Diligence, Commercial Real Estate, Asset Management, Mergers & Acquisitions, Investments, Real Estate, Real Estate Transactions, Financial Structuring, Loans, Joint Ventures, Disposition, Mortgage Lending, Restructuring, Equities, Securitization, Loan Origination, Litigation, Foreclosures, Commercial Mortgages, Licensing
Education
St. John's University School of Law 1994 — 1996
J.D.
Stony Brook University
B.A., English
Ladder Capital Finance LLC March 2007 - Present
UBS October 2003 - August 2007
Credit Suisse August 1999 - September 2003
Stroock & Stroock & Lavan LLP September 1997 - July 1999
Thelen Reid Brown Raysman & Steiner LLP September 1996 - September 1997
Skills
Due Diligence, Commercial Real Estate, Asset Management, Mergers & Acquisitions, Investments, Real Estate, Real Estate Transactions, Financial Structuring, Loans, Joint Ventures, Disposition, Mortgage Lending, Restructuring, Equities, Securitization, Loan Origination, Litigation, Foreclosures, Commercial Mortgages, Licensing
Education
St. John's University School of Law 1994 — 1996
J.D.
Stony Brook University
B.A., English
Lisa Murray's Credit Suisse Experience September 1986 - August 1997
Job Pre Sales Specialist at SunGard Financial Systems
Industry Financial Services
Experience
SunGard Financial Systems June 2014 - Present
UBS Investment Bank June 2012 - June 2014
Centerbridge Partners January 2009 - November 2011
Basso Capital Management August 2004 - October 2008
Goldman Sachs August 1997 - April 2003
Credit Suisse September 1986 - August 1997
ANZ March 1985 - September 1986
Skills
Hedge Funds, Fixed Income, Middle Office, Securities, Portfolio Management, Back Office, Equity Derivatives, Investments, Bonds, Swaps, Syndications, Loans, CDS, Credit Risk, Credit, Financial Risk, Structured Finance, Risk Management, FX Options, Options
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 2001
BS, Business Management
SunGard Financial Systems June 2014 - Present
UBS Investment Bank June 2012 - June 2014
Centerbridge Partners January 2009 - November 2011
Basso Capital Management August 2004 - October 2008
Goldman Sachs August 1997 - April 2003
Credit Suisse September 1986 - August 1997
ANZ March 1985 - September 1986
Skills
Hedge Funds, Fixed Income, Middle Office, Securities, Portfolio Management, Back Office, Equity Derivatives, Investments, Bonds, Swaps, Syndications, Loans, CDS, Credit Risk, Credit, Financial Risk, Structured Finance, Risk Management, FX Options, Options
Education
St. John's University, The Peter J. Tobin College of Business 1992 — 2001
BS, Business Management
Cary Williams's Credit Suisse Experience September 2014 - Present
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2014 - Present
RBC Capital Markets April 2012 - August 2014
Merrill Lynch 1987 - 2012
Skills
Capital Markets, Fixed Income, Alternative Investments, Structured Finance, Structured Products, Derivatives, Hedge Funds, Investment Banking, Portfolio Management, Equities, Bloomberg, Securitization, Financial Structuring, Bonds, ABS, Credit Derivatives, Leveraged Finance, CDO, Valuation, MBS, Swaps, Interest Rate..., CDS, Securities, CMBS
Education
Southern Methodist University
Master of Business Administration (MBA), Real Estate/Finance
The University of Oklahoma
Bachelor of Business Administration (BBA), Accounting and Finance
Credit Suisse September 2014 - Present
RBC Capital Markets April 2012 - August 2014
Merrill Lynch 1987 - 2012
Skills
Capital Markets, Fixed Income, Alternative Investments, Structured Finance, Structured Products, Derivatives, Hedge Funds, Investment Banking, Portfolio Management, Equities, Bloomberg, Securitization, Financial Structuring, Bonds, ABS, Credit Derivatives, Leveraged Finance, CDO, Valuation, MBS, Swaps, Interest Rate..., CDS, Securities, CMBS
Education
Southern Methodist University
Master of Business Administration (MBA), Real Estate/Finance
The University of Oklahoma
Bachelor of Business Administration (BBA), Accounting and Finance
James Pagnam's Credit Suisse Experience November 2004 - November 2007
Job Manager Head of Bank Loan Trade Settlement at Canyon Capital Advisors
Industry Financial Services
Experience
Canyon Capital June 2008 - Present
Credit Suisse November 2004 - November 2007
Skills
Hedge Funds, Equities, Capital Markets, Investments, Project Management
Education
Skidmore College 2000 — 2004
BA, Political Economics
Westminster School 1998 — 2000
Canyon Capital June 2008 - Present
Credit Suisse November 2004 - November 2007
Skills
Hedge Funds, Equities, Capital Markets, Investments, Project Management
Education
Skidmore College 2000 — 2004
BA, Political Economics
Westminster School 1998 — 2000
Clay Likover's Credit Suisse Experience 2001 - 2001
Job President at Ojala Holdings, LLC
Industry Real Estate
Experience
Ojala Holdings, LLC August 2011 - Present
Vintala Partners, LP September 2011 - Present
Hayman Woods, LLC January 2009 - August 2011
Related 2007 - 2009
Hillwood 2003 - 2007
Creekstone Companies 2002 - 2003
Credit Suisse 2001 - 2001
Skills
Due Diligence, Real Estate, Real Estate Development, Real Estate Economics, Asset Management, Investments, Valuation, Commercial Real Estate, Real Estate Transactions, Dispositions
Education
Southern Methodist University - Cox School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
The Kinkaid School
Ojala Holdings, LLC August 2011 - Present
Vintala Partners, LP September 2011 - Present
Hayman Woods, LLC January 2009 - August 2011
Related 2007 - 2009
Hillwood 2003 - 2007
Creekstone Companies 2002 - 2003
Credit Suisse 2001 - 2001
Skills
Due Diligence, Real Estate, Real Estate Development, Real Estate Economics, Asset Management, Investments, Valuation, Commercial Real Estate, Real Estate Transactions, Dispositions
Education
Southern Methodist University - Cox School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
The Kinkaid School
Angel Angelkov, CFA's Credit Suisse Experience March 2004 - August 2010
Job Market Risk Manager at Calpine
Industry Oil & Energy
Experience
Calpine July 2015 - Present
Twin Cities Power March 2014 - February 2015
Masspoint Capital LLC June 2012 - March 2013
Societe Generale Energy March 2011 - May 2012
RBS Sempra Commodities July 2010 - April 2011
Credit Suisse March 2004 - August 2010
Reliant Energy June 2001 - March 2004
Clark Consulting 1998 - 2001
Skills
Commodity Markets, Hedging, Trading, Bloomberg, Power Trading, Commodity, Financial Markets, Energy Markets, Swaps, Derivatives, Market Risk, Options, Research, Fundamental Analysis, Financial Modeling, Portfolio Management, Valuation, Commodity Risk..., Risk Management, Electricity Markets, Financial Analysis, Equities, Technical Analysis, Asset Management, Asset Backed Financing, Natural Gas, Financial Risk, Corporate Finance
Education
The University of Texas at Dallas - School of Management 1997 — 1998
MBA, Finance, General
Sofia University St. Kliment Ohridski 1992 — 1997
MS, Economics
SMG
Calpine July 2015 - Present
Twin Cities Power March 2014 - February 2015
Masspoint Capital LLC June 2012 - March 2013
Societe Generale Energy March 2011 - May 2012
RBS Sempra Commodities July 2010 - April 2011
Credit Suisse March 2004 - August 2010
Reliant Energy June 2001 - March 2004
Clark Consulting 1998 - 2001
Skills
Commodity Markets, Hedging, Trading, Bloomberg, Power Trading, Commodity, Financial Markets, Energy Markets, Swaps, Derivatives, Market Risk, Options, Research, Fundamental Analysis, Financial Modeling, Portfolio Management, Valuation, Commodity Risk..., Risk Management, Electricity Markets, Financial Analysis, Equities, Technical Analysis, Asset Management, Asset Backed Financing, Natural Gas, Financial Risk, Corporate Finance
Education
The University of Texas at Dallas - School of Management 1997 — 1998
MBA, Finance, General
Sofia University St. Kliment Ohridski 1992 — 1997
MS, Economics
SMG
Sharon Greenberg's Credit Suisse Experience 2006 - 2007
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock 2009 - Present
Barclays Capital 2007 - 2009
Credit Suisse 2006 - 2007
Fitch Ratings 1997 - 2006
Education
Syracuse University - Maxwell School 1993 — 1994
MPA, Urban Policy, Research
Siena College 1987 — 1991
BA, Economics
BlackRock 2009 - Present
Barclays Capital 2007 - 2009
Credit Suisse 2006 - 2007
Fitch Ratings 1997 - 2006
Education
Syracuse University - Maxwell School 1993 — 1994
MPA, Urban Policy, Research
Siena College 1987 — 1991
BA, Economics
Steven Kwan's Credit Suisse Experience July 2014 - Present
Job Product Owner / Consultant at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2014 - Present
JPMorgan Chase - WCOB (Wholesale Client On-boarding Program) June 2012 - June 2014
JPMorgan Chase - NAVPOP (NAV Production Optimization Program) April 2011 - May 2012
JPMorgan Chase - Middle Office June 2010 - March 2011
Chubb Insurance - Process Management July 2009 - May 2010
Access Medical June 2008 - June 2009
Société Générale - Corporate and Investment Banking July 2007 - May 2008
Citigroup Inc. - Global Corporate and Investment Banking Group September 1997 - June 2007
Skills
Cross-functional Team..., Banking, PMO, Training, Project Delivery, Financial Risk, Risk Management, Software Project..., Program Management, Business Analysis, Financial Services, User Acceptance Testing, Business Requirements, Requirements Analysis, SDLC, Consulting, Agile Methodologies
Education
STEVEN KWAN
St. John's University
Bachelor of Science, Finance, Graduated with Honors
Credit Suisse July 2014 - Present
JPMorgan Chase - WCOB (Wholesale Client On-boarding Program) June 2012 - June 2014
JPMorgan Chase - NAVPOP (NAV Production Optimization Program) April 2011 - May 2012
JPMorgan Chase - Middle Office June 2010 - March 2011
Chubb Insurance - Process Management July 2009 - May 2010
Access Medical June 2008 - June 2009
Société Générale - Corporate and Investment Banking July 2007 - May 2008
Citigroup Inc. - Global Corporate and Investment Banking Group September 1997 - June 2007
Skills
Cross-functional Team..., Banking, PMO, Training, Project Delivery, Financial Risk, Risk Management, Software Project..., Program Management, Business Analysis, Financial Services, User Acceptance Testing, Business Requirements, Requirements Analysis, SDLC, Consulting, Agile Methodologies
Education
STEVEN KWAN
St. John's University
Bachelor of Science, Finance, Graduated with Honors
Grant Groher's Credit Suisse Experience July 2015 - Present
Job Investment Banking Associate at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Anadarko Petroleum Corporation August 2009 - August 2013
Anadarko Petroleum Corporation August 2008 - August 2009
Anadarko Petroleum Corporation July 2007 - August 2008
Education
University of Virginia Darden School of Business 2013 — 2015
Southern Methodist University 2003 — 2007
BBA, Finance/Accounting
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
Anadarko Petroleum Corporation August 2009 - August 2013
Anadarko Petroleum Corporation August 2008 - August 2009
Anadarko Petroleum Corporation July 2007 - August 2008
Education
University of Virginia Darden School of Business 2013 — 2015
Southern Methodist University 2003 — 2007
BBA, Finance/Accounting
Praveen Kumar Reddy Sannareddy's Credit Suisse Experience December 2007 - July 2012
Job EAI / EDI TIBCO Architect
Industry Information Technology and Services
Experience
Mastech January 2013 - Present
Medica January 2013 - Present
Wipro Technologies July 2007 - December 2012
Credit Suisse December 2007 - July 2012
HCL Technologies (Formerly HCL EAI Services) May 2004 - July 2007
Wipro Infotech Ltd March 2003 - May 2004
HCL Technologies ( Formerly HCL EAI & Aalayance e-Com Services Pvt Ltd) June 2000 - March 2003
GDR Software Ltd December 1998 - June 2000
Skills
TIBCO, EAI, TIBCO iProcess, Enterprise Architecture, JMS, ESB, SOA, Middleware, Business Process Design, TIBCO Business Studio, Business Process, CRM, Solution Architecture, Program Management, Virtualization, TIBCO BusinessWorks, TIBCO EMS, TIBCO Administrator, TIBCO BWEDI Plugins, TIBCO Foresight, EDISIM Tools (Standard..., TIBCO Translator, Aperture (Datacenter..., TIBCO AMX BPM..., TIBCO PortalBuilder, TIBCO PortalPacks, Web Services, Oracle, Requirements Analysis, Java Enterprise Edition, SDLC, Consulting
Education
University of Madras 1995 — 1998
Master of Computer Applications
Sri Venkateswara University 1992 — 1995
Bachelor of Computer Science
Mastech January 2013 - Present
Medica January 2013 - Present
Wipro Technologies July 2007 - December 2012
Credit Suisse December 2007 - July 2012
HCL Technologies (Formerly HCL EAI Services) May 2004 - July 2007
Wipro Infotech Ltd March 2003 - May 2004
HCL Technologies ( Formerly HCL EAI & Aalayance e-Com Services Pvt Ltd) June 2000 - March 2003
GDR Software Ltd December 1998 - June 2000
Skills
TIBCO, EAI, TIBCO iProcess, Enterprise Architecture, JMS, ESB, SOA, Middleware, Business Process Design, TIBCO Business Studio, Business Process, CRM, Solution Architecture, Program Management, Virtualization, TIBCO BusinessWorks, TIBCO EMS, TIBCO Administrator, TIBCO BWEDI Plugins, TIBCO Foresight, EDISIM Tools (Standard..., TIBCO Translator, Aperture (Datacenter..., TIBCO AMX BPM..., TIBCO PortalBuilder, TIBCO PortalPacks, Web Services, Oracle, Requirements Analysis, Java Enterprise Edition, SDLC, Consulting
Education
University of Madras 1995 — 1998
Master of Computer Applications
Sri Venkateswara University 1992 — 1995
Bachelor of Computer Science
Vijay Prabhakar's Credit Suisse Experience September 2013 - September 2015
Job AVP at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank September 2015 - Present
Credit Suisse September 2013 - September 2015
Synechron August 2011 - September 2015
Dion Global Solutions Ltd January 2006 - July 2011
Skills
Java, Analysis, Requirements Analysis, .NET, Software Project..., Vendor Management, SDLC, Microsoft SQL Server, Business Analysis, VSS, Management, Agile Methodologies, XML, PL/SQL, Web Services, Core Java, Team Management, SQL, Capital Markets, Derivatives, Oracle Coherence, JMS, JPA
Education
Sri Venkateswara University
Master of Computer Applications (M.C.A.)
Deutsche Bank September 2015 - Present
Credit Suisse September 2013 - September 2015
Synechron August 2011 - September 2015
Dion Global Solutions Ltd January 2006 - July 2011
Skills
Java, Analysis, Requirements Analysis, .NET, Software Project..., Vendor Management, SDLC, Microsoft SQL Server, Business Analysis, VSS, Management, Agile Methodologies, XML, PL/SQL, Web Services, Core Java, Team Management, SQL, Capital Markets, Derivatives, Oracle Coherence, JMS, JPA
Education
Sri Venkateswara University
Master of Computer Applications (M.C.A.)
Ramachandra Paladi's Credit Suisse Experience June 2007 - June 2009
Job Senior Trading Application Support Engineer at ICAP
Industry Financial Services
Experience
ICAP May 2011 - Present
Credit Agricole CIB July 2009 - May 2011
Credit Suisse June 2007 - June 2009
KPMG January 2007 - May 2007
Fidelity Investments May 2006 - December 2006
Education
Sri Venkateswara University 1999 — 2003
B.Tech, computer Science & Engg
ICAP May 2011 - Present
Credit Agricole CIB July 2009 - May 2011
Credit Suisse June 2007 - June 2009
KPMG January 2007 - May 2007
Fidelity Investments May 2006 - December 2006
Education
Sri Venkateswara University 1999 — 2003
B.Tech, computer Science & Engg
John Fanuka's Credit Suisse Experience July 2002 - October 2010
Job Director at Royal Bank of Canada
Industry Investment Banking
Experience
Royal Bank of Canada October 2010 - Present
Credit Suisse July 2002 - October 2010
Deutsche Bank Securities January 1997 - July 2002
Goldman Sachs January 1992 - January 1997
Skills
Fixed Income, MBS, Middle Office, ABS, Swaps, Securitization, Structured Products, Capital Markets, Bonds, Trading, Options, Hedge Funds, Equity Derivatives, Credit Derivatives, Market Risk, Portfolio Management, Equities, Interest Rate..., Bloomberg, Derivatives, Investment Banking
Education
Siena College 1987 — 1990
Bachelor's of Science, Finance
Archbishop Molloy 1981 — 1985
Royal Bank of Canada October 2010 - Present
Credit Suisse July 2002 - October 2010
Deutsche Bank Securities January 1997 - July 2002
Goldman Sachs January 1992 - January 1997
Skills
Fixed Income, MBS, Middle Office, ABS, Swaps, Securitization, Structured Products, Capital Markets, Bonds, Trading, Options, Hedge Funds, Equity Derivatives, Credit Derivatives, Market Risk, Portfolio Management, Equities, Interest Rate..., Bloomberg, Derivatives, Investment Banking
Education
Siena College 1987 — 1990
Bachelor's of Science, Finance
Archbishop Molloy 1981 — 1985
Dawn Sturges's Credit Suisse Experience January 2013 - Present
Job Director New York Campus Strategy & Allocation Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2013 - Present
Credit Suisse January 2012 - January 2013
Credit Suisse January 2007 - January 2012
Credit Suisse January 2004 - January 2007
Credit Suisse January 2000 - January 2004
Reliance National June 1990 - December 2000
Dean Witter Reynolds 1989 - 1990
Skills
Investment Banking, Equities, Trading Systems, Corporate Finance, Vendor Management, Process Improvement, Project Management, Risk Management, Disaster Recovery, Budgets, Business Analysis, PMO, Strategy, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Business Process...
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Advanced Technical Studies with emphasis in management and speech communication
Southern Illinois University, Carbondale
Associate of Applied Science, Business Administration
Credit Suisse January 2013 - Present
Credit Suisse January 2012 - January 2013
Credit Suisse January 2007 - January 2012
Credit Suisse January 2004 - January 2007
Credit Suisse January 2000 - January 2004
Reliance National June 1990 - December 2000
Dean Witter Reynolds 1989 - 1990
Skills
Investment Banking, Equities, Trading Systems, Corporate Finance, Vendor Management, Process Improvement, Project Management, Risk Management, Disaster Recovery, Budgets, Business Analysis, PMO, Strategy, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Business Process...
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.), Advanced Technical Studies with emphasis in management and speech communication
Southern Illinois University, Carbondale
Associate of Applied Science, Business Administration
susannah wolk's Credit Suisse Experience October 2006 - Present
Job Marketing Assistant
Industry Banking
Experience
Credit Suisse October 2006 - Present
Education
Smith College 1991 — 1992
MAT, English/Education
Smith College 1988 — 1991
BA, English
Credit Suisse October 2006 - Present
Education
Smith College 1991 — 1992
MAT, English/Education
Smith College 1988 — 1991
BA, English
Stephen Bielskie's Credit Suisse Experience November 2003 - January 2009
Job Director of Mainframe Infrastructure
Industry Investment Banking
Experience
The Depository Trust & Clearing Corporation March 2014 - Present
Credit Suisse Securities USA January 2009 - Present
Credit Suisse November 2003 - January 2009
Rite Aid March 1998 - September 2003
Skills
Mainframe, z/OS, JCL, Data Center, Performance Tuning, Banking, Unix, ITIL, Vendor Management, Security, IT Management, SAS, SQL, Automation, Process Improvement, Storage, Software Installation, VBA, Business Analysis, Business Continuity, Capacity Planning, DB2, Data Migration, Data Warehousing, Databases, Disaster Recovery, Enterprise Architecture, Hardware, High Availability, IBM Mainframe, IT Operations, IT Service Management, IT Strategy, Incident Management, Infrastructure, Integration, Investment Banking, Management, Operating Systems, PMO, Prime Brokerage, Requirements Analysis, SDLC, Requirements Gathering, Software Project..., Solaris, Sybase, System Deployment, Trading Systems, Unix Shell Scripting
Education
St. Francis University 1993 — 1997
BS, Computer Science, Minor in Biology
The Depository Trust & Clearing Corporation March 2014 - Present
Credit Suisse Securities USA January 2009 - Present
Credit Suisse November 2003 - January 2009
Rite Aid March 1998 - September 2003
Skills
Mainframe, z/OS, JCL, Data Center, Performance Tuning, Banking, Unix, ITIL, Vendor Management, Security, IT Management, SAS, SQL, Automation, Process Improvement, Storage, Software Installation, VBA, Business Analysis, Business Continuity, Capacity Planning, DB2, Data Migration, Data Warehousing, Databases, Disaster Recovery, Enterprise Architecture, Hardware, High Availability, IBM Mainframe, IT Operations, IT Service Management, IT Strategy, Incident Management, Infrastructure, Integration, Investment Banking, Management, Operating Systems, PMO, Prime Brokerage, Requirements Analysis, SDLC, Requirements Gathering, Software Project..., Solaris, Sybase, System Deployment, Trading Systems, Unix Shell Scripting
Education
St. Francis University 1993 — 1997
BS, Computer Science, Minor in Biology
Muhammad Sattar's Credit Suisse Experience 1998 - 2006
Job Senior Data Architect at Ellington Management Group
Industry Investment Management
Experience
Ellington Management Group Sr. ConsultantScotia Capital2007 - 2008
bank of america 2006 - 2007
Credit Suisse 1998 - 2006
Education
South Dakota School of Mines and Technology 1991 — 1992
Ellington Management Group Sr. ConsultantScotia Capital2007 - 2008
bank of america 2006 - 2007
Credit Suisse 1998 - 2006
Education
South Dakota School of Mines and Technology 1991 — 1992
Senny Yang's Credit Suisse Experience September 2008 - December 2008
Job Investment Banking Associate Specialized in CrossBorder M&A
Industry Investment Banking
Experience
INTL FCStone Securities Inc. November 2013 - Present
Hanwha Asset Management August 2012 - October 2013
Price Waterhouse Coopers October 2009 - September 2011
Credit Suisse September 2008 - December 2008
Standard Chartered Securities January 2008 - April 2008
Skills
Financial Modeling, Excel, Power, Valuation, Corporate Finance, Equity Research, Bloomberg, Equity Valuation, Financial Analysis, Derivatives, Mergers, Investment Banking, Private Equity, Portfolio Management, Equities, Investments, Mergers & Acquisitions, Alternative Investments, Asset Management, Investment Strategies
Education
London School of Economics and Political Science 2011 — 2012
Masters, Accounting & Finance, Graduated with Distinction
Sogang University 2002 — 2009
BS, Business Management
INTL FCStone Securities Inc. November 2013 - Present
Hanwha Asset Management August 2012 - October 2013
Price Waterhouse Coopers October 2009 - September 2011
Credit Suisse September 2008 - December 2008
Standard Chartered Securities January 2008 - April 2008
Skills
Financial Modeling, Excel, Power, Valuation, Corporate Finance, Equity Research, Bloomberg, Equity Valuation, Financial Analysis, Derivatives, Mergers, Investment Banking, Private Equity, Portfolio Management, Equities, Investments, Mergers & Acquisitions, Alternative Investments, Asset Management, Investment Strategies
Education
London School of Economics and Political Science 2011 — 2012
Masters, Accounting & Finance, Graduated with Distinction
Sogang University 2002 — 2009
BS, Business Management
Meghan Powers Michalovsky's Credit Suisse Experience June 2008 - January 2011
Job SAHM
Industry Arts and Crafts
Experience
Credit Suisse June 2008 - January 2011
Credit Suisse 2010 - 2011
Deutsche Bank June 2002 - January 2008
Education
Simon Fraser University
Credit Suisse June 2008 - January 2011
Credit Suisse 2010 - 2011
Deutsche Bank June 2002 - January 2008
Education
Simon Fraser University
Andrew Federico's Credit Suisse Experience May 2011 - Present
Job at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2011 - Present
Credit Suisse May 2010 - May 2011
BNY Mellon October 2007 - May 2010
Skills
Fixed Income, Securities, Derivatives, Analysis, Microsoft Office, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
B.S., Business Management
Credit Suisse May 2011 - Present
Credit Suisse May 2010 - May 2011
BNY Mellon October 2007 - May 2010
Skills
Fixed Income, Securities, Derivatives, Analysis, Microsoft Office, Financial Services
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2006
B.S., Business Management
Lori Cino's Credit Suisse Experience Executive AssistantCredit SuisseJanuary 2005 - Present
Job Executive Assistant at Credit Suisse
Industry Banking
Experience
Credit Suisse Executive AssistantCredit SuisseJanuary 2005 - Present
Skills
Management, Microsoft Excel, Banking, Outlook, Administrative..., Microsoft Office, Investment Banking
Education
St. John's University 1984 — 1987
Bachelor's Degree, Accounting, 3.0
Credit Suisse Executive AssistantCredit SuisseJanuary 2005 - Present
Skills
Management, Microsoft Excel, Banking, Outlook, Administrative..., Microsoft Office, Investment Banking
Education
St. John's University 1984 — 1987
Bachelor's Degree, Accounting, 3.0
Jon Bathmaker's Credit Suisse Experience January 2010 - November 2010
Job I'm looking for a contract assignment.
Industry Information Technology and Services
Experience
HP March 2013 - Present
IBM Canada January 2013 - March 2013
IBM Canada November 2010 - November 2012
Credit Suisse January 2010 - November 2010
Mainline Information Systems August 2005 - November 2009
Mars May 2005 - September 2005
MetLife October 2004 - December 2004
MetLife September 2004 - October 2004
Toyota July 2004 - October 2004
AT&T April 2002 - March 2004
Education
Simon Fraser University
B.Sc., Computing Science and Mathematics
HP March 2013 - Present
IBM Canada January 2013 - March 2013
IBM Canada November 2010 - November 2012
Credit Suisse January 2010 - November 2010
Mainline Information Systems August 2005 - November 2009
Mars May 2005 - September 2005
MetLife October 2004 - December 2004
MetLife September 2004 - October 2004
Toyota July 2004 - October 2004
AT&T April 2002 - March 2004
Education
Simon Fraser University
B.Sc., Computing Science and Mathematics
Peter Szpyt's Credit Suisse Experience September 2013 - December 2014
Job Wholesale Banking
Industry Banking
Experience
Wells Fargo December 2014 - Present
Credit Suisse September 2013 - December 2014
Kings County District Attorneys Office March 2011 - September 2013
Skills
Legal Research, Bookkeeping, PowerPoint, Invoicing, General Ledger, Accounting, Analysis, Finance, Inventory Management, Tax, Auditing, Investigation, Due Diligence, Criminal Law, Financial Analysis, Financial Reporting, Anti Money Laundering, Securities, Financial Services, Fraud, Financial Risk
Education
St. Francis College 2006 — 2011
B.S/M.S., Accounting, Minor:Economics
Wells Fargo December 2014 - Present
Credit Suisse September 2013 - December 2014
Kings County District Attorneys Office March 2011 - September 2013
Skills
Legal Research, Bookkeeping, PowerPoint, Invoicing, General Ledger, Accounting, Analysis, Finance, Inventory Management, Tax, Auditing, Investigation, Due Diligence, Criminal Law, Financial Analysis, Financial Reporting, Anti Money Laundering, Securities, Financial Services, Fraud, Financial Risk
Education
St. Francis College 2006 — 2011
B.S/M.S., Accounting, Minor:Economics
Kirk Lange's Credit Suisse Experience April 2014 - Present
Job
Industry Financial Services
Experience
Credit Suisse April 2014 - Present
Self Employed April 2007 - April 2014
Nomura Securities June 2006 - March 2007
DCS Capital Partners February 2005 - June 2006
West Broadway Partners January 2002 - February 2005
Goldman Sachs August 1997 - January 2002
Bear Stearns June 1996 - August 1996
Goldman Sachs January 1992 - May 1995
Education
New York University, Stern School of Business 1995 — 1997
MBA, Finance & Economics
Siena College 1986 — 1990
Bachelor of Science, Finance
Credit Suisse April 2014 - Present
Self Employed April 2007 - April 2014
Nomura Securities June 2006 - March 2007
DCS Capital Partners February 2005 - June 2006
West Broadway Partners January 2002 - February 2005
Goldman Sachs August 1997 - January 2002
Bear Stearns June 1996 - August 1996
Goldman Sachs January 1992 - May 1995
Education
New York University, Stern School of Business 1995 — 1997
MBA, Finance & Economics
Siena College 1986 — 1990
Bachelor of Science, Finance
Daniel Amolsch's Credit Suisse Experience June 2003 - February 2005
Job Line Service at Image Air
Industry Aviation & Aerospace
Experience
Image Air September 2006 - Present
Ocwen Financial Corporation February 2005 - August 2006
Credit Suisse June 2003 - February 2005
Education
Lincoln Christian University 2006 — 2011
M.A., Contemporary Theology, Lincoln, IL
Southern Illinois University, Carbondale 1994 — 1998
BA, Aviation Management
Southern Illinois University, Carbondale 1994 — 1996
A.A.S, Aviation Flight
Image Air September 2006 - Present
Ocwen Financial Corporation February 2005 - August 2006
Credit Suisse June 2003 - February 2005
Education
Lincoln Christian University 2006 — 2011
M.A., Contemporary Theology, Lincoln, IL
Southern Illinois University, Carbondale 1994 — 1998
BA, Aviation Management
Southern Illinois University, Carbondale 1994 — 1996
A.A.S, Aviation Flight
Peter Gambitsky's Credit Suisse Experience May 1996 - October 1997
Job IT Manager at ServiceSPAN
Industry Telecommunications
Experience
National Grid December 2013 - December 2014
ServiceSPAN April 1998 - July 2013
J.P. Morgan October 1997 - April 1998
Credit Suisse May 1996 - October 1997
Verizon May 1987 - April 1996
Education
St. John's University
National Grid December 2013 - December 2014
ServiceSPAN April 1998 - July 2013
J.P. Morgan October 1997 - April 1998
Credit Suisse May 1996 - October 1997
Verizon May 1987 - April 1996
Education
St. John's University
Rebekka Henriksen's Credit Suisse Experience March 1999 - March 2002
Job Family Partner Einhorn Project at NICHQ
Industry Food Production
Experience
NICHQ March 2015 - Present
NICHQ October 2014 - Present
La Leche League International November 2012 - Present
Sweet Bites Bakeshop 2006 - Present
Shambhala Meditation Center of Albany September 2005 - Present
Rensselaer Polytechnic Institute October 2005 - January 2009
Sky Lake Lodge April 2004 - October 2005
RESOLVE October 2002 - March 2004
Credit Suisse March 1999 - March 2002
Skills
Non-profits, Event Planning, Public Speaking, Community Outreach, Editing, Fundraising, Research, Teaching, Copy Editing, Nonprofits, Program Development, Blogging, Leadership, Creative Writing, Social Networking
Education
Smith College 1990 — 1994
Bachelor of Liberal Arts, Theater/Italian
Smith College
Theater and Italian Studies
NICHQ March 2015 - Present
NICHQ October 2014 - Present
La Leche League International November 2012 - Present
Sweet Bites Bakeshop 2006 - Present
Shambhala Meditation Center of Albany September 2005 - Present
Rensselaer Polytechnic Institute October 2005 - January 2009
Sky Lake Lodge April 2004 - October 2005
RESOLVE October 2002 - March 2004
Credit Suisse March 1999 - March 2002
Skills
Non-profits, Event Planning, Public Speaking, Community Outreach, Editing, Fundraising, Research, Teaching, Copy Editing, Nonprofits, Program Development, Blogging, Leadership, Creative Writing, Social Networking
Education
Smith College 1990 — 1994
Bachelor of Liberal Arts, Theater/Italian
Smith College
Theater and Italian Studies
Joe LaBarbera's Credit Suisse Experience 2000 - 2004
Job Vice President, Finance Securitized Products
Industry Financial Services
Experience
Barclays Investment Bank 2004 - 2014
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Finance, Accounting, Fixed Income, Securitization, Financial Reporting, Management, Financial Analysis, Auditing, Product Control, Internal Controls
Education
St. John's University 1988 — 1993
Master's degree, Finance, General
St. John's University 1984 — 1987
Bachelor of Science (BS), Accounting
Barclays Investment Bank 2004 - 2014
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Finance, Accounting, Fixed Income, Securitization, Financial Reporting, Management, Financial Analysis, Auditing, Product Control, Internal Controls
Education
St. John's University 1988 — 1993
Master's degree, Finance, General
St. John's University 1984 — 1987
Bachelor of Science (BS), Accounting
Jennifer Salerno's Credit Suisse Experience December 2005 - December 2012
Job Corporate Banking and Securities Auditor at Deutsche Bank
Industry Investment Banking
Experience
J.P. Morgan December 2014 - Present
Deutsche Bank December 2012 - December 2014
Credit Suisse December 2005 - December 2012
EY September 2003 - December 2005
American Express Financial Advisors Inc., March 1999 - September 2003
Skills
Internal Controls, Risk Management, Internal Audit, Financial Risk, Operational Risk, Auditing, Finance, Business Process..., Risk Assessment, Governance, Process Improvement
Education
St. John's University 1999 — 2003
Bachelor's degree, Accounting
J.P. Morgan December 2014 - Present
Deutsche Bank December 2012 - December 2014
Credit Suisse December 2005 - December 2012
EY September 2003 - December 2005
American Express Financial Advisors Inc., March 1999 - September 2003
Skills
Internal Controls, Risk Management, Internal Audit, Financial Risk, Operational Risk, Auditing, Finance, Business Process..., Risk Assessment, Governance, Process Improvement
Education
St. John's University 1999 — 2003
Bachelor's degree, Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.